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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 | $59,491 | $81,208-26.7% | $98,920-39.9% | $79,856-25.5% |
| Participation rate | 36.0% | 72.5%-36.5pp | 76.0%-40.0pp | 69.6%-33.6pp |
| Annual return | 12.42% | 60.99%-48.6pp | 196.47%-184.1pp | 31.71%-19.3pp |
| Employer contribution / active EE | $938 | $1,960-52.2% | $2,689-65.1% | $2,471-62.1% |
| Participant deferral / active EE | $1,085 | $3,265-66.8% | $4,245-74.4% | $3,741-71.0% |
| Admin fee / account holder | $3,500 | $6,013-41.8% | $6,643-47.3% | $5,306-34.0% |