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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 | $68,473 | $110,137-37.8% | $161,149-57.5% | $82,637-17.1% |
| Participation rate | 24.7% | 72.4%-47.7pp | 78.8%-54.2pp | 68.1%-43.4pp |
| Annual return | 17.87% | 20.69%-2.8pp | 21.16%-3.3pp | 53.51%-35.6pp |
| Employer contribution / active EE | $1,154 | $2,856-59.6% | $4,360-73.5% | $2,552-54.8% |
| Participant deferral / active EE | $1,308 | $4,575-71.4% | $6,153-78.7% | $4,126-68.3% |
| Admin fee / account holder | $1,937 | $9,467-79.5% | $15,194-87.2% | $7,339-73.6% |