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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 | $49,462 | $91,559-46.0% | $133,971-63.1% | $79,852-38.1% |
| Participation rate | 47.4% | 73.3%-26.0pp | 79.8%-32.5pp | 69.6%-22.3pp |
| Annual return | 13.24% | 61.85%-48.6pp | 45.09%-31.9pp | 31.72%-18.5pp |
| Employer contribution / active EE | $1,175 | $2,384-50.7% | $3,919-70.0% | $2,471-52.4% |
| Participant deferral / active EE | $1,620 | $3,734-56.6% | $5,047-67.9% | $3,740-56.7% |
| Admin fee / account holder | $3,553 | $6,321-43.8% | $8,929-60.2% | $5,306-33.0% |