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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 | $49,975 | $111,535-55.2% | $105,223-52.5% | $137,256-63.6% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.0%-50.0pp | 80.0%-55.0pp |
| Annual return | 17.13% | 237.85%-220.7pp | 180.65%-163.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,013 | $3,939-74.3% | $3,689-72.5% | $4,156-75.6% |
| Participant deferral / active EE | $1,266 | $5,500-77.0% | $5,072-75.0% | $6,407-80.2% |
| Admin fee / account holder | $19,310 | $9,721+98.6% | $8,859+118.0% | $12,270+57.4% |