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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 | $60,854 | $91,167-33.3% | $178,498-65.9% | $79,858-23.8% |
| Participation rate | 32.1% | 69.2%-37.1pp | 81.9%-49.8pp | 69.6%-37.5pp |
| Annual return | 11.73% | 24.19%-12.5pp | 151.09%-139.4pp | 31.72%-20.0pp |
| Employer contribution / active EE | $1,485 | $3,255-54.4% | $5,011-70.4% | $2,471-39.9% |
| Participant deferral / active EE | $324 | $3,236-90.0% | $5,202-93.8% | $3,740-91.3% |
| Admin fee / account holder | $735 | $6,747-89.1% | $13,985-94.7% | $5,306-86.1% |