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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 | $55,136 | $80,705-31.7% | $115,768-52.4% | $67,986-18.9% |
| Participation rate | 18.5% | 63.0%-44.5pp | 74.4%-55.9pp | 57.2%-38.7pp |
| Annual return | 14.23% | 18.49%-4.3pp | 100.46%-86.2pp | 31.67%-17.4pp |
| Employer contribution / active EE | $738 | $2,046-63.9% | $2,940-74.9% | $2,019-63.4% |
| Participant deferral / active EE | $1,416 | $3,559-60.2% | $4,917-71.2% | $3,358-57.8% |
| Admin fee / account holder | $4,654 | $4,135+12.5% | $12,439-62.6% | $3,203+45.3% |