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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 | $64,559 | $71,230-9.4% | $93,727-31.1% | $80,959-20.3% |
| Participation rate | 50.0% | 60.4%-10.4pp | 68.7%-18.7pp | 67.7%-17.7pp |
| Annual return | 10.90% | 11.26%-0.4pp | 133.83%-122.9pp | 35.67%-24.8pp |
| Employer contribution / active EE | $2,428 | $1,565+55.1% | $2,421+0.3% | $2,757-11.9% |
| Participant deferral / active EE | $1,114 | $4,037-72.4% | $4,417-74.8% | $4,300-74.1% |
| Admin fee / account holder | $5,086 | $6,961-26.9% | $8,292-38.7% | $6,925-26.6% |