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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 | $55,288 | $124,980-55.8% | $108,359-49.0% | $154,746-64.3% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 13.95% | 45.00%-31.0pp | 36.89%-22.9pp | 172.34%-158.4pp |
| Employer contribution / active EE | $663 | $2,851-76.8% | $2,399-72.4% | $4,379-84.9% |
| Participant deferral / active EE | $853 | $4,743-82.0% | $4,137-79.4% | $6,730-87.3% |
| Admin fee / account holder | $10,121 | $11,502-12.0% | $9,741+3.9% | $14,365-29.5% |