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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 | $54,499 | $101,752-46.4% | $164,928-67.0% | $80,911-32.6% |
| Participation rate | 26.5% | 71.8%-45.4pp | 78.6%-52.1pp | 67.6%-41.2pp |
| Annual return | 11.33% | 16.73%-5.4pp | 70.08%-58.7pp | 35.63%-24.3pp |
| Employer contribution / active EE | $923 | $2,953-68.7% | $4,343-78.7% | $2,756-66.5% |
| Participant deferral / active EE | $1,952 | $4,477-56.4% | $6,034-67.7% | $4,297-54.6% |
| Admin fee / account holder | $2,554 | $8,218-68.9% | $12,684-79.9% | $6,935-63.2% |