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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 | $52,071 | $94,031-44.6% | $115,768-55.0% | $82,448-36.8% |
| Participation rate | 38.1% | 70.4%-32.3pp | 74.4%-36.3pp | 68.1%-30.0pp |
| Annual return | 13.59% | 20.61%-7.0pp | 100.46%-86.9pp | 41.64%-28.0pp |
| Employer contribution / active EE | $809 | $2,323-65.2% | $2,940-72.5% | $2,551-68.3% |
| Participant deferral / active EE | $1,540 | $3,972-61.2% | $4,917-68.7% | $4,139-62.8% |
| Admin fee / account holder | $12,183 | $10,249+18.9% | $12,439-2.1% | $7,234+68.4% |