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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 | $54,054 | $94,031-42.5% | $115,768-53.3% | $82,448-34.4% |
| Participation rate | 24.0% | 70.4%-46.4pp | 74.4%-50.4pp | 68.1%-44.1pp |
| Annual return | 18.37% | 20.61%-2.2pp | 100.46%-82.1pp | 41.64%-23.3pp |
| Employer contribution / active EE | $964 | $2,323-58.5% | $2,940-67.2% | $2,551-62.2% |
| Participant deferral / active EE | $1,346 | $3,972-66.1% | $4,917-72.6% | $4,139-67.5% |
| Admin fee / account holder | $2,879 | $10,249-71.9% | $12,439-76.9% | $7,234-60.2% |