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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 | $102,429-49.4% | $147,096-64.7% | $80,925-35.9% |
| Participation rate | 56.6% | 75.9%-19.3pp | 82.2%-25.6pp | 67.7%-11.1pp |
| Annual return | 24.01% | 135.02%-111.0pp | 419.75%-395.7pp | 35.65%-11.6pp |
| Employer contribution / active EE | $966 | $3,716-74.0% | $4,936-80.4% | $2,756-64.9% |
| Participant deferral / active EE | $1,814 | $6,649-72.7% | $8,071-77.5% | $4,299-57.8% |
| Admin fee / account holder | $2,761 | $7,957-65.3% | $13,005-78.8% | $6,940-60.2% |