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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 | $60,138 | $91,198-34.1% | $178,503-66.3% | $79,856-24.7% |
| Participation rate | 28.0% | 69.2%-41.2pp | 81.9%-53.9pp | 69.6%-41.6pp |
| Annual return | 17.34% | 24.20%-6.9pp | 151.12%-133.8pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,815 | $3,257-44.3% | $5,011-63.8% | $2,471-26.5% |
| Participant deferral / active EE | $603 | $3,237-81.4% | $5,202-88.4% | $3,741-83.9% |
| Admin fee / account holder | $1,182 | $6,748-82.5% | $13,987-91.5% | $5,306-77.7% |