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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 | $63,964 | $98,776-35.2% | $149,745-57.3% | $79,856-19.9% |
| Participation rate | 34.3% | 75.8%-41.5pp | 82.5%-48.2pp | 69.6%-35.4pp |
| Annual return | 14.83% | 27.38%-12.5pp | 276.72%-261.9pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,035 | $3,217-67.8% | $4,646-77.7% | $2,471-58.1% |
| Participant deferral / active EE | $1,744 | $5,681-69.3% | $6,843-74.5% | $3,741-53.4% |
| Admin fee / account holder | $5,965 | $6,053-1.4% | $9,312-35.9% | $5,306+12.4% |