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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 | $51,928 | $108,825-52.3% | $156,181-66.8% | $82,448-37.0% |
| Participation rate | 37.0% | 72.4%-35.3pp | 78.8%-41.8pp | 68.1%-31.0pp |
| Annual return | 16.95% | 20.59%-3.6pp | 64.87%-47.9pp | 41.64%-24.7pp |
| Employer contribution / active EE | $1,782 | $2,870-37.9% | $4,294-58.5% | $2,551-30.1% |
| Participant deferral / active EE | $1,782 | $4,577-61.1% | $6,132-70.9% | $4,139-56.9% |
| Admin fee / account holder | $345 | $9,341-96.3% | $14,586-97.6% | $7,234-95.2% |