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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 | $59,989 | $106,749-43.8% | $145,433-58.8% | $82,448-27.2% |
| Participation rate | 59.6% | 75.6%-16.1pp | 82.1%-22.5pp | 68.1%-8.5pp |
| Annual return | 15.23% | 27.59%-12.4pp | 66.58%-51.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,192 | $3,444-65.4% | $4,554-73.8% | $2,551-53.3% |
| Participant deferral / active EE | $1,927 | $6,519-70.4% | $7,897-75.6% | $4,139-53.4% |
| Admin fee / account holder | $1,490 | $8,390-82.2% | $13,129-88.7% | $7,234-79.4% |