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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 | $58,941 | $77,814-24.3% | $158,223-62.7% | $86,983-32.2% |
| Participation rate | 53.3% | 68.4%-15.1pp | 79.2%-25.9pp | 69.5%-16.2pp |
| Annual return | 14.31% | 30.54%-16.2pp | 52.09%-37.8pp | 25.83%-11.5pp |
| Employer contribution / active EE | $540 | $2,592-79.2% | $4,109-86.9% | $2,584-79.1% |
| Participant deferral / active EE | $886 | $3,270-72.9% | $5,467-83.8% | $4,194-78.9% |
| Admin fee / account holder | $1,393 | $5,879-76.3% | $16,047-91.3% | $7,856-82.3% |