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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 | $55,912 | $58,828-5.0% | $78,002-28.3% | $62,881-11.1% |
| Participation rate | 13.8% | 71.1%-57.3pp | 75.5%-61.7pp | 69.3%-55.5pp |
| Annual return | 6.21% | 17.16%-11.0pp | 425.99%-419.8pp | 20.14%-13.9pp |
| Employer contribution / active EE | $398 | $1,672-76.2% | $2,470-83.9% | $2,281-82.5% |
| Participant deferral / active EE | $1,108 | $2,686-58.7% | $3,497-68.3% | $3,203-65.4% |
| Admin fee / account holder | $9,052 | $4,393+106.0% | $5,481+65.2% | $4,296+110.7% |