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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 | $66,859 | $103,387-35.3% | $87,102-23.2% | $152,885-56.3% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.9%-26.9pp | 82.5%-32.5pp |
| Annual return | 14.00% | 28.10%-14.1pp | 28.19%-14.2pp | 345.39%-331.4pp |
| Employer contribution / active EE | $1,183 | $3,221-63.3% | $2,521-53.1% | $4,763-75.2% |
| Participant deferral / active EE | $1,444 | $4,778-69.8% | $4,048-64.3% | $5,851-75.3% |
| Admin fee / account holder | $931 | $12,193-92.4% | $7,491-87.6% | $11,598-92.0% |