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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 | $63,156 | $78,707-19.8% | $117,861-46.4% | $70,126-9.9% |
| Participation rate | 53.7% | 73.2%-19.5pp | 79.7%-26.0pp | 69.5%-15.9pp |
| Annual return | 18.23% | 23.30%-5.1pp | 335.11%-316.9pp | 73.15%-54.9pp |
| Employer contribution / active EE | $503 | $2,223-77.4% | $3,786-86.7% | $2,343-78.5% |
| Participant deferral / active EE | $1,261 | $3,297-61.8% | $4,482-71.9% | $3,332-62.2% |
| Admin fee / account holder | $8,566 | $5,066+69.1% | $8,021+6.8% | $4,645+84.4% |