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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 | $57,112 | $138,386-58.7% | $184,260-69.0% | $80,935-29.4% |
| Participation rate | 50.0% | 83.9%-33.9pp | 86.8%-36.8pp | 67.7%-17.7pp |
| Annual return | 13.46% | 20.02%-6.6pp | 28.84%-15.4pp | 35.66%-22.2pp |
| Employer contribution / active EE | $2,019 | $4,851-58.4% | $6,427-68.6% | $2,757-26.8% |
| Participant deferral / active EE | $2,616 | $7,076-63.0% | $9,133-71.4% | $4,299-39.2% |
| Admin fee / account holder | $4,714 | $10,489-55.1% | $13,898-66.1% | $6,924-31.9% |