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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 | $94,436-37.9% | $115,599-49.3% | $82,637-29.0% |
| Participation rate | 25.9% | 70.4%-44.5pp | 74.3%-48.4pp | 68.1%-42.1pp |
| Annual return | 15.22% | 18.37%-3.1pp | 111.10%-95.9pp | 53.51%-38.3pp |
| Employer contribution / active EE | $907 | $2,324-61.0% | $2,955-69.3% | $2,552-64.4% |
| Participant deferral / active EE | $1,451 | $3,955-63.3% | $4,889-70.3% | $4,126-64.8% |
| Admin fee / account holder | $5,555 | $10,328-46.2% | $12,841-56.7% | $7,339-24.3% |