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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 | $53,511 | $89,259-40.1% | $107,187-50.1% | $82,637-35.2% |
| Participation rate | 46.7% | 67.9%-21.3pp | 75.0%-28.4pp | 68.1%-21.4pp |
| Annual return | 13.84% | 21.02%-7.2pp | 204.55%-190.7pp | 53.51%-39.7pp |
| Employer contribution / active EE | $1,358 | $3,080-55.9% | $3,782-64.1% | $2,552-46.8% |
| Participant deferral / active EE | $1,524 | $4,037-62.3% | $5,096-70.1% | $4,126-63.1% |
| Admin fee / account holder | $5,051 | $7,381-31.6% | $9,162-44.9% | $7,339-31.2% |