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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 | $50,050 | $77,638-35.5% | $156,551-68.0% | $62,881-20.4% |
| Participation rate | 23.5% | 71.2%-47.7pp | 84.0%-60.5pp | 69.3%-45.8pp |
| Annual return | 7.24% | 50.33%-43.1pp | 32.23%-25.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $473 | $3,444-86.3% | $5,501-91.4% | $2,281-79.3% |
| Participant deferral / active EE | $393 | $3,046-87.1% | $4,871-91.9% | $3,203-87.7% |
| Admin fee / account holder | $4,318 | $5,561-22.4% | $13,028-66.9% | $4,296+0.5% |