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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 | $23,675 | $93,598-74.7% | $135,974-82.6% | $75,173-68.5% |
| Participation rate | 51.7% | 75.2%-23.5pp | 81.9%-30.2pp | 67.2%-15.5pp |
| Annual return | 19.79% | 30.89%-11.1pp | 68.30%-48.5pp | 160.72%-140.9pp |
| Employer contribution / active EE | $1,176 | $3,538-66.8% | $4,859-75.8% | $2,671-56.0% |
| Participant deferral / active EE | $1,764 | $6,405-72.5% | $7,760-77.3% | $4,126-57.3% |
| Admin fee / account holder | $1,327 | $6,978-81.0% | $10,767-87.7% | $5,651-76.5% |