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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 | $56,054 | $89,364-37.3% | $141,177-60.3% | $72,983-23.2% |
| Participation rate | 58.6% | 75.1%-16.5pp | 82.5%-23.9pp | 69.5%-10.9pp |
| Annual return | 20.16% | 111.86%-91.7pp | 71.40%-51.2pp | 81.01%-60.8pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,670 | $5,419-69.2% | $6,710-75.1% | $3,608-53.7% |
| Admin fee / account holder | $9,757 | $5,959+63.7% | $10,263-4.9% | $5,124+90.4% |