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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 | $45,156 | $98,760-54.3% | $149,715-69.8% | $79,858-43.5% |
| Participation rate | 56.0% | 75.8%-19.8pp | 82.5%-26.5pp | 69.6%-13.6pp |
| Annual return | 17.87% | 27.43%-9.6pp | 276.66%-258.8pp | 31.72%-13.8pp |
| Employer contribution / active EE | $1,266 | $3,217-60.7% | $4,645-72.8% | $2,471-48.8% |
| Participant deferral / active EE | $2,075 | $5,681-63.5% | $6,842-69.7% | $3,740-44.5% |
| Admin fee / account holder | $2,696 | $6,053-55.5% | $9,310-71.0% | $5,306-49.2% |