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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 | $46,864 | $125,797-62.7% | $170,043-72.4% | $75,173-37.7% |
| Participation rate | 57.5% | 83.6%-26.1pp | 87.0%-29.5pp | 67.2%-9.7pp |
| Annual return | 15.97% | 27.20%-11.2pp | 53.40%-37.4pp | 160.72%-144.7pp |
| Employer contribution / active EE | $1,779 | $4,616-61.5% | $6,790-73.8% | $2,671-33.4% |
| Participant deferral / active EE | $2,995 | $6,838-56.2% | $10,410-71.2% | $4,126-27.4% |
| Admin fee / account holder | $2,598 | $8,177-68.2% | $12,824-79.7% | $5,651-54.0% |