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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 | $55,131 | $89,367-38.3% | $141,191-61.0% | $72,975-24.5% |
| Participation rate | 25.0% | 75.1%-50.1pp | 82.5%-57.5pp | 69.5%-44.5pp |
| Annual return | 32.15% | 111.87%-79.7pp | 71.41%-39.3pp | 81.01%-48.9pp |
| Employer contribution / active EE | $793 | $3,115-74.6% | $4,736-83.3% | $2,440-67.5% |
| Participant deferral / active EE | $2,208 | $5,419-59.2% | $6,710-67.1% | $3,608-38.8% |
| Admin fee / account holder | $622 | $5,957-89.6% | $10,264-93.9% | $5,124-87.9% |