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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 | $58,351 | $77,449-24.7% | $69,483-16.0% | $152,909-61.8% |
| Participation rate | 50.0% | 78.1%-28.1pp | 74.6%-24.6pp | 82.5%-32.5pp |
| Annual return | 13.67% | 39.09%-25.4pp | 28.99%-15.3pp | 345.46%-331.8pp |
| Employer contribution / active EE | $1,762 | $3,316-46.8% | $2,780-36.6% | $4,764-63.0% |
| Participant deferral / active EE | $56 | $4,415-98.7% | $3,537-98.4% | $5,851-99.0% |
| Admin fee / account holder | $1,416 | $6,210-77.2% | $3,841-63.1% | $11,601-87.8% |