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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 | $48,822 | $97,289-49.8% | $92,805-47.4% | $155,188-68.5% |
| Participation rate | 28.6% | 84.2%-55.6pp | 83.5%-54.9pp | 80.8%-52.2pp |
| Annual return | 15.47% | 29.03%-13.6pp | 31.59%-16.1pp | 148.84%-133.4pp |
| Employer contribution / active EE | $503 | $3,632-86.2% | $3,424-85.3% | $4,248-88.2% |
| Participant deferral / active EE | $1,184 | $8,795-86.5% | $8,448-86.0% | $6,531-81.9% |
| Admin fee / account holder | $569 | $12,015-95.3% | $10,911-94.8% | $14,480-96.1% |