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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 | $32,491 | $177,156-81.7% | $147,027-77.9% | $154,746-79.0% |
| Participation rate | 50.0% | 79.4%-29.4pp | 73.7%-23.7pp | 80.7%-30.7pp |
| Annual return | 15.28% | 21.94%-6.7pp | 20.23%-5.0pp | 172.34%-157.1pp |
| Employer contribution / active EE | $1,010 | $4,336-76.7% | $3,626-72.1% | $4,379-76.9% |
| Participant deferral / active EE | $1,081 | $5,797-81.4% | $4,933-78.1% | $6,730-83.9% |
| Admin fee / account holder | $7,723 | $14,904-48.2% | $12,223-36.8% | $14,365-46.2% |