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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 | $45,071 | $110,410-59.2% | $102,437-56.0% | $145,897-69.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 10.76% | 24.85%-14.1pp | 24.95%-14.2pp | 552.29%-541.5pp |
| Employer contribution / active EE | $1,248 | $4,217-70.4% | $3,871-67.8% | $4,663-73.2% |
| Participant deferral / active EE | $1,248 | $5,622-77.8% | $5,060-75.3% | $6,689-81.3% |
| Admin fee / account holder | $2,234 | $9,745-77.1% | $8,388-73.4% | $13,390-83.3% |