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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 | $101,950-42.5% | $125,529-53.3% | $86,983-32.6% |
| Participation rate | 25.9% | 70.2%-44.2pp | 74.7%-48.8pp | 69.5%-43.6pp |
| Annual return | 15.22% | 18.29%-3.1pp | 202.56%-187.3pp | 25.83%-10.6pp |
| Employer contribution / active EE | $907 | $2,358-61.5% | $3,058-70.3% | $2,584-64.9% |
| Participant deferral / active EE | $1,451 | $3,862-62.4% | $4,813-69.9% | $4,194-65.4% |
| Admin fee / account holder | $5,555 | $12,791-56.6% | $16,298-65.9% | $7,856-29.3% |