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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 | $50,465 | $117,846-57.2% | $102,434-50.7% | $145,884-65.4% |
| Participation rate | 52.4% | 78.6%-26.2pp | 76.5%-24.1pp | 80.3%-27.9pp |
| Annual return | 12.07% | 31.90%-19.8pp | 29.46%-17.4pp | 551.85%-539.8pp |
| Employer contribution / active EE | $1,283 | $3,615-64.5% | $3,023-57.6% | $4,662-72.5% |
| Participant deferral / active EE | $1,682 | $5,733-70.7% | $5,055-66.7% | $6,690-74.9% |
| Admin fee / account holder | $4,313 | $13,356-67.7% | $9,462-54.4% | $13,392-67.8% |