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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 | $57,429 | $126,661-54.7% | $113,397-49.4% | $138,895-58.7% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.5%-16.5pp | 79.9%-19.9pp |
| Annual return | 18.57% | 25.05%-6.5pp | 23.20%-4.6pp | 145.39%-126.8pp |
| Employer contribution / active EE | $1,507 | $3,456-56.4% | $2,977-49.4% | $4,194-64.1% |
| Participant deferral / active EE | $1,765 | $5,693-69.0% | $5,076-65.2% | $6,396-72.4% |
| Admin fee / account holder | $731 | $14,549-95.0% | $11,957-93.9% | $12,562-94.2% |