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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 | $49,294 | $109,359-54.9% | $162,185-69.6% | $72,976-32.5% |
| Participation rate | 68.8% | 84.3%-15.5pp | 87.6%-18.8pp | 69.5%-0.7pp |
| Annual return | 24.02% | 25.46%-1.4pp | 115.61%-91.6pp | 81.02%-57.0pp |
| Employer contribution / active EE | $1,221 | $3,907-68.8% | $5,613-78.3% | $2,440-50.0% |
| Participant deferral / active EE | $2,541 | $5,481-53.6% | $7,297-65.2% | $3,608-29.6% |
| Admin fee / account holder | $3,558 | $7,972-55.4% | $10,844-67.2% | $5,124-30.6% |