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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 | $52,322 | $70,418-25.7% | $96,570-45.8% | $85,847-39.1% |
| Participation rate | 21.7% | 61.8%-40.1pp | 69.8%-48.1pp | 69.3%-47.6pp |
| Annual return | 16.41% | 18.59%-2.2pp | 37.79%-21.4pp | 318.61%-302.2pp |
| Employer contribution / active EE | $275 | $1,413-80.6% | $2,357-88.3% | $2,565-89.3% |
| Participant deferral / active EE | $641 | $2,894-77.9% | $3,849-83.4% | $3,952-83.8% |
| Admin fee / account holder | $351 | $4,995-93.0% | $6,182-94.3% | $6,261-94.4% |