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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 | $59,113 | $98,766-40.1% | $149,730-60.5% | $79,852-26.0% |
| Participation rate | 62.9% | 75.8%-12.9pp | 82.5%-19.6pp | 69.6%-6.8pp |
| Annual return | 13.41% | 27.43%-14.0pp | 276.70%-263.3pp | 31.72%-18.3pp |
| Employer contribution / active EE | $1,143 | $3,217-64.5% | $4,645-75.4% | $2,471-53.8% |
| Participant deferral / active EE | $1,734 | $5,681-69.5% | $6,843-74.7% | $3,740-53.6% |
| Admin fee / account holder | $5,240 | $6,052-13.4% | $9,310-43.7% | $5,306-1.2% |