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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 | $58,944 | $91,439-35.5% | $135,974-56.7% | $71,511-17.6% |
| Participation rate | 26.1% | 75.7%-49.6pp | 81.9%-55.9pp | 67.9%-41.9pp |
| Annual return | 21.99% | 29.90%-7.9pp | 68.30%-46.3pp | 28.86%-6.9pp |
| Employer contribution / active EE | $1,208 | $3,705-67.4% | $4,859-75.1% | $2,589-53.3% |
| Participant deferral / active EE | $2,324 | $7,093-67.2% | $7,760-70.1% | $4,291-45.8% |
| Admin fee / account holder | $1,044 | $1,267-17.6% | $10,767-90.3% | $1,588-34.3% |