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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 | $63,924 | $93,589-31.7% | $135,942-53.0% | $75,181-15.0% |
| Participation rate | 39.7% | 75.2%-35.5pp | 81.9%-42.3pp | 67.2%-27.5pp |
| Annual return | 18.34% | 30.90%-12.6pp | 68.28%-49.9pp | 160.69%-142.3pp |
| Employer contribution / active EE | $1,023 | $3,537-71.1% | $4,858-78.9% | $2,671-61.7% |
| Participant deferral / active EE | $2,005 | $6,405-68.7% | $7,759-74.2% | $4,126-51.4% |
| Admin fee / account holder | $1,716 | $6,977-75.4% | $10,764-84.1% | $5,650-69.6% |