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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 | $64,651 | $103,387-37.5% | $87,102-25.8% | $152,885-57.7% |
| Participation rate | 54.5% | 79.4%-24.8pp | 76.9%-22.3pp | 82.5%-27.9pp |
| Annual return | 11.54% | 28.10%-16.6pp | 28.19%-16.7pp | 345.39%-333.9pp |
| Employer contribution / active EE | $2,064 | $3,221-35.9% | $2,521-18.1% | $4,763-56.7% |
| Participant deferral / active EE | $1,299 | $4,778-72.8% | $4,048-67.9% | $5,851-77.8% |
| Admin fee / account holder | $4,089 | $12,193-66.5% | $7,491-45.4% | $11,598-64.7% |