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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 | $52,326 | $91,474-42.8% | $135,982-61.5% | $71,529-26.8% |
| Participation rate | 32.8% | 75.7%-42.9pp | 81.9%-49.1pp | 67.9%-35.1pp |
| Annual return | 17.41% | 29.89%-12.5pp | 68.32%-50.9pp | 28.97%-11.6pp |
| Employer contribution / active EE | $994 | $3,705-73.2% | $4,859-79.5% | $2,590-61.6% |
| Participant deferral / active EE | $1,502 | $7,095-78.8% | $7,760-80.6% | $4,291-65.0% |
| Admin fee / account holder | $595 | $1,267-53.0% | $10,767-94.5% | $1,588-62.5% |