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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 | $57,268 | $89,370-35.9% | $141,197-59.4% | $72,976-21.5% |
| Participation rate | 40.0% | 75.1%-35.1pp | 82.5%-42.5pp | 69.5%-29.5pp |
| Annual return | 20.24% | 111.88%-91.6pp | 71.41%-51.2pp | 81.02%-60.8pp |
| Employer contribution / active EE | $823 | $3,115-73.6% | $4,736-82.6% | $2,440-66.3% |
| Participant deferral / active EE | $1,399 | $5,419-74.2% | $6,710-79.2% | $3,608-61.2% |
| Admin fee / account holder | $2,203 | $5,957-63.0% | $10,265-78.5% | $5,124-57.0% |