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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 | $59,297 | $105,200-43.6% | $159,474-62.8% | $85,847-30.9% |
| Participation rate | 56.1% | 75.8%-19.7pp | 82.8%-26.8pp | 69.3%-13.3pp |
| Annual return | 26.05% | 45.08%-19.0pp | 263.68%-237.6pp | 318.61%-292.6pp |
| Employer contribution / active EE | $1,190 | $3,319-64.1% | $4,831-75.4% | $2,565-53.6% |
| Participant deferral / active EE | $1,902 | $5,946-68.0% | $7,353-74.1% | $3,952-51.9% |
| Admin fee / account holder | $6,105 | $6,934-12.0% | $10,802-43.5% | $6,261-2.5% |