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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 | $54,444 | $98,776-44.9% | $149,745-63.6% | $79,856-31.8% |
| Participation rate | 21.4% | 75.8%-54.4pp | 82.5%-61.1pp | 69.6%-48.2pp |
| Annual return | 25.74% | 27.38%-1.6pp | 276.72%-251.0pp | 31.71%-6.0pp |
| Employer contribution / active EE | $2,006 | $3,217-37.6% | $4,646-56.8% | $2,471-18.8% |
| Participant deferral / active EE | $2,269 | $5,681-60.1% | $6,843-66.8% | $3,741-39.3% |
| Admin fee / account holder | $2,215 | $6,053-63.4% | $9,312-76.2% | $5,306-58.3% |