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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 | $50,901 | $54,757-7.0% | $90,304-43.6% | $72,975-30.2% |
| Participation rate | 17.7% | 65.2%-47.4pp | 73.3%-55.6pp | 69.5%-51.8pp |
| Annual return | 26.76% | 30.63%-3.9pp | 78.13%-51.4pp | 81.01%-54.2pp |
| Employer contribution / active EE | $4,375 | $2,093+109.0% | $2,855+53.3% | $2,440+79.3% |
| Participant deferral / active EE | $451 | $2,887-84.4% | $3,885-88.4% | $3,608-87.5% |
| Admin fee / account holder | $7,223 | $3,973+81.8% | $5,354+34.9% | $5,124+41.0% |