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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 | $51,854 | $102,422-49.4% | $147,117-64.8% | $80,959-36.0% |
| Participation rate | 56.6% | 75.9%-19.3pp | 82.2%-25.6pp | 67.7%-11.1pp |
| Annual return | 24.01% | 135.16%-111.1pp | 420.54%-396.5pp | 35.67%-11.7pp |
| Employer contribution / active EE | $966 | $3,717-74.0% | $4,932-80.4% | $2,757-64.9% |
| Participant deferral / active EE | $1,814 | $6,652-72.7% | $8,065-77.5% | $4,300-57.8% |
| Admin fee / account holder | $2,761 | $7,953-65.3% | $12,993-78.8% | $6,925-60.1% |