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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 | $55,681 | $88,672-37.2% | $105,223-47.1% | $82,448-32.5% |
| Participation rate | 40.5% | 67.9%-27.4pp | 75.0%-34.5pp | 68.1%-27.5pp |
| Annual return | 14.74% | 30.86%-16.1pp | 180.65%-165.9pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,067 | $3,048-65.0% | $3,689-71.1% | $2,551-58.2% |
| Participant deferral / active EE | $1,154 | $4,036-71.4% | $5,072-77.3% | $4,139-72.1% |
| Admin fee / account holder | $4,855 | $7,146-32.1% | $8,859-45.2% | $7,234-32.9% |