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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 | $93,598-23.8% | $135,974-47.6% | $75,173-5.1% |
| Participation rate | 23.5% | 75.2%-51.7pp | 81.9%-58.4pp | 67.2%-43.7pp |
| Annual return | 17.44% | 30.89%-13.4pp | 68.30%-50.9pp | 160.72%-143.3pp |
| Employer contribution / active EE | $1,041 | $3,538-70.6% | $4,859-78.6% | $2,671-61.0% |
| Participant deferral / active EE | $1,352 | $6,405-78.9% | $7,760-82.6% | $4,126-67.2% |
| Admin fee / account holder | $4,380 | $6,978-37.2% | $10,767-59.3% | $5,651-22.5% |