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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 | $62,333 | $89,367-30.3% | $141,191-55.9% | $72,975-14.6% |
| Participation rate | 16.5% | 75.1%-58.7pp | 82.5%-66.0pp | 69.5%-53.0pp |
| Annual return | 19.44% | 111.87%-92.4pp | 71.41%-52.0pp | 81.01%-61.6pp |
| Employer contribution / active EE | $626 | $3,115-79.9% | $4,736-86.8% | $2,440-74.3% |
| Participant deferral / active EE | $1,435 | $5,419-73.5% | $6,710-78.6% | $3,608-60.2% |
| Admin fee / account holder | $764 | $5,957-87.2% | $10,264-92.6% | $5,124-85.1% |