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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 | $102,382-49.4% | $147,005-64.7% | $80,874-35.9% |
| Participation rate | 56.6% | 75.8%-19.2pp | 82.2%-25.6pp | 67.6%-11.0pp |
| Annual return | 24.01% | 134.89%-110.9pp | 418.76%-394.8pp | 35.62%-11.6pp |
| Employer contribution / active EE | $966 | $3,715-74.0% | $4,934-80.4% | $2,756-64.9% |
| Participant deferral / active EE | $1,814 | $6,646-72.7% | $8,070-77.5% | $4,297-57.8% |
| Admin fee / account holder | $2,761 | $7,942-65.2% | $13,006-78.8% | $6,935-60.2% |