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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,992 | $77,164-24.8% | $178,014-67.4% | $80,874-28.3% |
| Participation rate | 29.6% | 65.7%-36.1pp | 77.1%-47.5pp | 67.6%-38.0pp |
| Annual return | 15.08% | 18.09%-3.0pp | 294.80%-279.7pp | 35.62%-20.5pp |
| Employer contribution / active EE | $568 | $2,288-75.2% | $3,950-85.6% | $2,756-79.4% |
| Participant deferral / active EE | $1,164 | $4,408-73.6% | $6,276-81.4% | $4,297-72.9% |
| Admin fee / account holder | $2,342 | $7,164-67.3% | $10,362-77.4% | $6,935-66.2% |