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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 | $60,407 | $87,132-30.7% | $105,624-42.8% | $80,959-25.4% |
| Participation rate | 38.9% | 70.4%-31.5pp | 75.3%-36.4pp | 67.7%-28.8pp |
| Annual return | 11.17% | 17.03%-5.9pp | 116.20%-105.0pp | 35.67%-24.5pp |
| Employer contribution / active EE | $1,119 | $2,397-53.3% | $3,168-64.7% | $2,757-59.4% |
| Participant deferral / active EE | $1,270 | $3,985-68.1% | $5,013-74.7% | $4,300-70.5% |
| Admin fee / account holder | $755 | $8,449-91.1% | $10,961-93.1% | $6,925-89.1% |