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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 | $61,063 | $98,766-38.2% | $149,730-59.2% | $79,852-23.5% |
| Participation rate | 47.1% | 75.8%-28.7pp | 82.5%-35.4pp | 69.6%-22.6pp |
| Annual return | 12.66% | 27.43%-14.8pp | 276.70%-264.0pp | 31.72%-19.1pp |
| Employer contribution / active EE | $1,163 | $3,217-63.9% | $4,645-75.0% | $2,471-52.9% |
| Participant deferral / active EE | $1,609 | $5,681-71.7% | $6,843-76.5% | $3,740-57.0% |
| Admin fee / account holder | $5,275 | $6,052-12.8% | $9,310-43.3% | $5,306-0.6% |