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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 | $60,685 | $117,846-48.5% | $102,434-40.8% | $145,884-58.4% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 12.11% | 31.90%-19.8pp | 29.46%-17.3pp | 551.85%-539.7pp |
| Employer contribution / active EE | $864 | $3,615-76.1% | $3,023-71.4% | $4,662-81.5% |
| Participant deferral / active EE | $1,656 | $5,733-71.1% | $5,055-67.2% | $6,690-75.2% |
| Admin fee / account holder | $17,131 | $13,356+28.3% | $9,462+81.1% | $13,392+27.9% |