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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 | $52,515 | $103,392-49.2% | $87,104-39.7% | $152,897-65.7% |
| Participation rate | 42.9% | 79.4%-36.5pp | 76.9%-34.0pp | 82.5%-39.6pp |
| Annual return | 14.27% | 28.10%-13.8pp | 28.19%-13.9pp | 345.43%-331.2pp |
| Employer contribution / active EE | $789 | $3,221-75.5% | $2,521-68.7% | $4,764-83.4% |
| Participant deferral / active EE | $1,265 | $4,778-73.5% | $4,048-68.7% | $5,851-78.4% |
| Admin fee / account holder | $1,604 | $12,194-86.8% | $7,491-78.6% | $11,599-86.2% |