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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 | $53,650 | $91,439-41.3% | $135,974-60.5% | $71,511-25.0% |
| Participation rate | 30.0% | 75.7%-45.7pp | 81.9%-51.9pp | 67.9%-37.9pp |
| Annual return | 22.46% | 29.90%-7.4pp | 68.30%-45.8pp | 28.86%-6.4pp |
| Employer contribution / active EE | $926 | $3,705-75.0% | $4,859-80.9% | $2,589-64.2% |
| Participant deferral / active EE | $1,805 | $7,093-74.6% | $7,760-76.7% | $4,291-57.9% |
| Admin fee / account holder | $6,432 | $1,267+407.8% | $10,767-40.3% | $1,588+304.9% |