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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 | $68,048 | $154,193-55.9% | $130,045-47.7% | $139,466-51.2% |
| Participation rate | 52.6% | 82.0%-29.3pp | 78.5%-25.9pp | 80.3%-27.7pp |
| Annual return | 11.99% | 32.51%-20.5pp | -137.30%+149.3pp | 373.66%-361.7pp |
| Employer contribution / active EE | $1,225 | $5,292-76.8% | $4,321-71.6% | $4,754-74.2% |
| Participant deferral / active EE | $1,308 | $6,709-80.5% | $5,820-77.5% | $6,712-80.5% |
| Admin fee / account holder | $2,460 | $13,989-82.4% | $10,600-76.8% | $11,409-78.4% |