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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 | $53,120 | $78,705-32.5% | $117,860-54.9% | $70,124-24.2% |
| Participation rate | 19.2% | 73.2%-54.0pp | 79.7%-60.4pp | 69.5%-50.3pp |
| Annual return | 21.45% | 23.30%-1.9pp | 335.10%-313.7pp | 73.14%-51.7pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,135 | $3,297-65.6% | $4,482-74.7% | $3,332-65.9% |
| Admin fee / account holder | $539 | $5,065-89.4% | $8,021-93.3% | $4,645-88.4% |