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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 | $66,774 | $106,524-37.3% | $152,301-56.2% | $87,485-23.7% |
| Participation rate | 24.0% | 75.8%-51.8pp | 82.4%-58.4pp | 68.9%-44.9pp |
| Annual return | 17.41% | 26.89%-9.5pp | 80.50%-63.1pp | 26.06%-8.6pp |
| Employer contribution / active EE | $1,102 | $3,371-67.3% | $4,624-76.2% | $2,596-57.5% |
| Participant deferral / active EE | $2,110 | $6,525-67.7% | $8,004-73.6% | $4,274-50.6% |
| Admin fee / account holder | $635 | $8,287-92.3% | $14,398-95.6% | $7,775-91.8% |