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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 | $58,001 | $89,259-35.0% | $107,187-45.9% | $82,637-29.8% |
| Participation rate | 16.1% | 67.9%-51.8pp | 75.0%-58.9pp | 68.1%-52.0pp |
| Annual return | 21.52% | 21.02%+0.5pp | 204.55%-183.0pp | 53.51%-32.0pp |
| Employer contribution / active EE | $903 | $3,080-70.7% | $3,782-76.1% | $2,552-64.6% |
| Participant deferral / active EE | $1,652 | $4,037-59.1% | $5,096-67.6% | $4,126-60.0% |
| Admin fee / account holder | $6,355 | $7,381-13.9% | $9,162-30.6% | $7,339-13.4% |