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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 | $63,405 | $192,737-67.1% | $142,460-55.5% | $139,456-54.5% |
| Participation rate | 50.0% | 81.5%-31.5pp | 76.8%-26.8pp | 80.3%-30.3pp |
| Annual return | 16.60% | 17.99%-1.4pp | 19.99%-3.4pp | 373.45%-356.8pp |
| Employer contribution / active EE | $1,440 | $5,806-75.2% | $4,847-70.3% | $4,753-69.7% |
| Participant deferral / active EE | $2,027 | $7,208-71.9% | $6,283-67.7% | $6,711-69.8% |
| Admin fee / account holder | $2,030 | $15,125-86.6% | $10,011-79.7% | $11,407-82.2% |