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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 | $53,017 | $109,359-51.5% | $162,171-67.3% | $72,983-27.4% |
| Participation rate | 62.1% | 84.3%-22.1pp | 87.6%-25.4pp | 69.5%-7.4pp |
| Annual return | 18.55% | 25.46%-6.9pp | 115.60%-97.1pp | 81.01%-62.5pp |
| Employer contribution / active EE | $1,496 | $3,907-61.7% | $5,613-73.4% | $2,440-38.7% |
| Participant deferral / active EE | $2,175 | $5,481-60.3% | $7,297-70.2% | $3,608-39.7% |
| Admin fee / account holder | $4,848 | $7,972-39.2% | $10,843-55.3% | $5,124-5.4% |