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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 | $58,633 | $94,031-37.6% | $115,768-49.4% | $82,448-28.9% |
| Participation rate | 25.9% | 70.4%-44.5pp | 74.4%-48.5pp | 68.1%-42.1pp |
| Annual return | 15.22% | 20.61%-5.4pp | 100.46%-85.2pp | 41.64%-26.4pp |
| Employer contribution / active EE | $907 | $2,323-60.9% | $2,940-69.1% | $2,551-64.4% |
| Participant deferral / active EE | $1,451 | $3,972-63.5% | $4,917-70.5% | $4,139-64.9% |
| Admin fee / account holder | $5,555 | $10,249-45.8% | $12,439-55.3% | $7,234-23.2% |