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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 | $47,870 | $78,428-39.0% | $95,960-50.1% | $79,852-40.1% |
| Participation rate | 30.1% | 73.5%-43.4pp | 77.1%-46.9pp | 69.6%-39.5pp |
| Annual return | 15.97% | 19.37%-3.4pp | 91.63%-75.7pp | 31.72%-15.7pp |
| Employer contribution / active EE | $955 | $1,945-50.9% | $2,541-62.4% | $2,471-61.4% |
| Participant deferral / active EE | $1,135 | $3,440-67.0% | $4,167-72.8% | $3,740-69.7% |
| Admin fee / account holder | $5,084 | $5,622-9.6% | $6,797-25.2% | $5,306-4.2% |