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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 | $57,678 | $89,259-35.4% | $107,187-46.2% | $82,637-30.2% |
| Participation rate | 23.6% | 67.9%-44.3pp | 75.0%-51.4pp | 68.1%-44.4pp |
| Annual return | 13.89% | 21.02%-7.1pp | 204.55%-190.7pp | 53.51%-39.6pp |
| Employer contribution / active EE | $1,040 | $3,080-66.2% | $3,782-72.5% | $2,552-59.2% |
| Participant deferral / active EE | $1,083 | $4,037-73.2% | $5,096-78.8% | $4,126-73.8% |
| Admin fee / account holder | $1,018 | $7,381-86.2% | $9,162-88.9% | $7,339-86.1% |