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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 | $78,558 | $101,798-22.8% | $165,071-52.4% | $80,935-2.9% |
| Participation rate | 19.6% | 71.8%-52.2pp | 78.6%-59.0pp | 67.7%-48.0pp |
| Annual return | 11.35% | 16.73%-5.4pp | 70.17%-58.8pp | 35.66%-24.3pp |
| Employer contribution / active EE | $1,010 | $2,954-65.8% | $4,347-76.8% | $2,757-63.3% |
| Participant deferral / active EE | $1,794 | $4,476-59.9% | $6,035-70.3% | $4,299-58.3% |
| Admin fee / account holder | $524 | $8,221-93.6% | $12,695-95.9% | $6,924-92.4% |