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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 | $59,978 | $254,759-76.5% | $216,567-72.3% | $198,609-69.8% |
| Participation rate | 50.0% | 84.5%-34.5pp | 81.6%-31.6pp | 82.4%-32.4pp |
| Annual return | 15.09% | 10.04%+5.0pp | 12.94%+2.1pp | 202.70%-187.6pp |
| Employer contribution / active EE | $1,463 | $6,096-76.0% | $5,216-72.0% | $5,055-71.1% |
| Participant deferral / active EE | $2,195 | $6,948-68.4% | $6,191-64.6% | $6,977-68.5% |
| Admin fee / account holder | $1,019 | $26,311-96.1% | $21,981-95.4% | $19,030-94.6% |