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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 | $52,389 | $103,393-49.3% | $87,103-39.9% | $152,909-65.7% |
| Participation rate | 45.5% | 79.4%-33.9pp | 76.9%-31.4pp | 82.5%-37.0pp |
| Annual return | 14.63% | 28.10%-13.5pp | 28.19%-13.6pp | 345.46%-330.8pp |
| Employer contribution / active EE | $1,107 | $3,221-65.6% | $2,521-56.1% | $4,764-76.8% |
| Participant deferral / active EE | $1,493 | $4,778-68.8% | $4,049-63.1% | $5,851-74.5% |
| Admin fee / account holder | $1,565 | $12,195-87.2% | $7,491-79.1% | $11,601-86.5% |