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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 | $49,053 | $93,346-47.5% | $71,796-31.7% | $273,972-82.1% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 83.0%-33.0pp |
| Annual return | 8.36% | 130.39%-122.0pp | 78.04%-69.7pp | 41.46%-33.1pp |
| Employer contribution / active EE | $594 | $2,733-78.3% | $1,924-69.2% | $4,869-87.8% |
| Participant deferral / active EE | $716 | $3,475-79.4% | $2,794-74.4% | $5,287-86.5% |
| Admin fee / account holder | $1,081 | $6,571-83.6% | $4,815-77.6% | $10,133-89.3% |