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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 | $44,777 | $106,918-58.1% | $84,021-46.7% | $152,897-70.7% |
| Participation rate | 60.0% | 75.2%-15.2pp | 69.0%-9.0pp | 82.5%-22.5pp |
| Annual return | 21.70% | 105.01%-83.3pp | 71.32%-49.6pp | 345.43%-323.7pp |
| Employer contribution / active EE | $538 | $2,735-80.3% | $1,984-72.9% | $4,764-88.7% |
| Participant deferral / active EE | $615 | $4,012-84.7% | $3,239-81.0% | $5,851-89.5% |
| Admin fee / account holder | $954 | $8,288-88.5% | $6,102-84.4% | $11,599-91.8% |