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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 | $58,948 | $85,766-31.3% | $136,298-56.8% | $70,126-15.9% |
| Participation rate | 51.0% | 74.2%-23.2pp | 81.9%-30.9pp | 69.5%-18.6pp |
| Annual return | 16.59% | 31.46%-14.9pp | 5156.27%-5139.7pp | 73.15%-56.6pp |
| Employer contribution / active EE | $890 | $2,966-70.0% | $4,696-81.0% | $2,343-62.0% |
| Participant deferral / active EE | $2,084 | $5,051-58.7% | $6,247-66.6% | $3,332-37.4% |
| Admin fee / account holder | $640 | $5,421-88.2% | $9,244-93.1% | $4,645-86.2% |