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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 | $61,013 | $89,259-31.6% | $107,187-43.1% | $82,637-26.2% |
| Participation rate | 32.7% | 67.9%-35.2pp | 75.0%-42.3pp | 68.1%-35.4pp |
| Annual return | 14.56% | 21.02%-6.5pp | 204.55%-190.0pp | 53.51%-38.9pp |
| Employer contribution / active EE | $852 | $3,080-72.4% | $3,782-77.5% | $2,552-66.6% |
| Participant deferral / active EE | $1,594 | $4,037-60.5% | $5,096-68.7% | $4,126-61.4% |
| Admin fee / account holder | $6,207 | $7,381-15.9% | $9,162-32.3% | $7,339-15.4% |