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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 | $96,731-40.4% | $123,973-53.5% | $86,983-33.7% |
| Participation rate | 23.6% | 70.0%-46.4pp | 76.7%-53.0pp | 69.5%-45.9pp |
| Annual return | 13.89% | 17.33%-3.4pp | 388.13%-374.2pp | 25.83%-11.9pp |
| Employer contribution / active EE | $1,040 | $3,297-68.4% | $4,126-74.8% | $2,584-59.8% |
| Participant deferral / active EE | $1,083 | $4,152-73.9% | $5,247-79.4% | $4,194-74.2% |
| Admin fee / account holder | $1,018 | $8,722-88.3% | $11,799-91.4% | $7,856-87.0% |