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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 | $71,303 | $93,589-23.8% | $135,942-47.5% | $75,181-5.2% |
| Participation rate | 23.5% | 75.2%-51.7pp | 81.9%-58.4pp | 67.2%-43.7pp |
| Annual return | 17.44% | 30.90%-13.5pp | 68.28%-50.8pp | 160.69%-143.2pp |
| Employer contribution / active EE | $1,041 | $3,537-70.6% | $4,858-78.6% | $2,671-61.0% |
| Participant deferral / active EE | $1,352 | $6,405-78.9% | $7,759-82.6% | $4,126-67.2% |
| Admin fee / account holder | $4,380 | $6,977-37.2% | $10,764-59.3% | $5,650-22.5% |