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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 | $50,148 | $102,609-51.1% | $98,090-48.9% | $138,895-63.9% |
| Participation rate | 23.1% | 82.8%-59.7pp | 81.5%-58.5pp | 79.9%-56.8pp |
| Annual return | 13.48% | 36.44%-23.0pp | 37.05%-23.6pp | 145.39%-131.9pp |
| Employer contribution / active EE | $1,052 | $3,867-72.8% | $3,606-70.8% | $4,194-74.9% |
| Participant deferral / active EE | $1,534 | $8,167-81.2% | $7,845-80.4% | $6,396-76.0% |
| Admin fee / account holder | $26,455 | $11,434+131.4% | $11,815+123.9% | $12,562+110.6% |