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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 | $56,360 | $58,828-4.2% | $78,002-27.7% | $62,881-10.4% |
| Participation rate | 37.0% | 71.1%-34.1pp | 75.5%-38.6pp | 69.3%-32.3pp |
| Annual return | 8.25% | 17.16%-8.9pp | 425.99%-417.7pp | 20.14%-11.9pp |
| Employer contribution / active EE | $551 | $1,672-67.0% | $2,470-77.7% | $2,281-75.8% |
| Participant deferral / active EE | $982 | $2,686-63.4% | $3,497-71.9% | $3,203-69.3% |
| Admin fee / account holder | $2,709 | $4,393-38.3% | $5,481-50.6% | $4,296-36.9% |