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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 | $50,993 | $98,776-48.4% | $149,745-65.9% | $79,856-36.1% |
| Participation rate | 25.8% | 75.8%-50.0pp | 82.5%-56.7pp | 69.6%-43.8pp |
| Annual return | 13.60% | 27.38%-13.8pp | 276.72%-263.1pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,208 | $3,217-62.5% | $4,646-74.0% | $2,471-51.1% |
| Participant deferral / active EE | $1,483 | $5,681-73.9% | $6,843-78.3% | $3,741-60.3% |
| Admin fee / account holder | $2,563 | $6,053-57.7% | $9,312-72.5% | $5,306-51.7% |