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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 | $59,567 | $90,400-34.1% | $186,193-68.0% | $87,485-31.9% |
| Participation rate | 23.3% | 66.2%-42.9pp | 77.1%-53.8pp | 68.9%-45.6pp |
| Annual return | 15.39% | 22.15%-6.8pp | 78.03%-62.6pp | 26.06%-10.7pp |
| Employer contribution / active EE | $787 | $2,170-63.8% | $3,918-79.9% | $2,596-69.7% |
| Participant deferral / active EE | $1,448 | $4,330-66.5% | $6,513-77.8% | $4,274-66.1% |
| Admin fee / account holder | $1,025 | $8,673-88.2% | $11,058-90.7% | $7,775-86.8% |