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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 | $55,179 | $142,426-61.3% | $115,167-52.1% | $152,909-63.9% |
| Participation rate | 29.2% | 82.4%-53.2pp | 75.9%-46.7pp | 82.5%-53.3pp |
| Annual return | 15.50% | 41.48%-26.0pp | 35.60%-20.1pp | 345.46%-330.0pp |
| Employer contribution / active EE | $1,176 | $4,011-70.7% | $3,179-63.0% | $4,764-75.3% |
| Participant deferral / active EE | $1,176 | $5,165-77.2% | $4,169-71.8% | $5,851-79.9% |
| Admin fee / account holder | $10,146 | $8,464+19.9% | $7,089+43.1% | $11,601-12.5% |