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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 | $54,895 | $58,828-6.7% | $78,002-29.6% | $62,881-12.7% |
| Participation rate | 58.1% | 71.1%-13.0pp | 75.5%-17.5pp | 69.3%-11.2pp |
| Annual return | 10.19% | 17.16%-7.0pp | 425.99%-415.8pp | 20.14%-10.0pp |
| Employer contribution / active EE | $743 | $1,672-55.5% | $2,470-69.9% | $2,281-67.4% |
| Participant deferral / active EE | $1,051 | $2,686-60.9% | $3,497-69.9% | $3,203-67.2% |
| Admin fee / account holder | $862 | $4,393-80.4% | $5,481-84.3% | $4,296-79.9% |