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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 | $51,887 | $91,559-43.3% | $133,971-61.3% | $79,852-35.0% |
| Participation rate | 30.0% | 73.3%-43.3pp | 79.8%-49.8pp | 69.6%-39.6pp |
| Annual return | 15.52% | 61.85%-46.3pp | 45.09%-29.6pp | 31.72%-16.2pp |
| Employer contribution / active EE | $1,005 | $2,384-57.8% | $3,919-74.3% | $2,471-59.3% |
| Participant deferral / active EE | $1,262 | $3,734-66.2% | $5,047-75.0% | $3,740-66.3% |
| Admin fee / account holder | $633 | $6,321-90.0% | $8,929-92.9% | $5,306-88.1% |