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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 | $50,141 | $108,897-54.0% | $100,378-50.0% | $145,877-65.6% |
| Participation rate | 62.5% | 83.0%-20.5pp | 81.5%-19.0pp | 80.3%-17.8pp |
| Annual return | 12.76% | 58.17%-45.4pp | 49.41%-36.7pp | 551.28%-538.5pp |
| Employer contribution / active EE | $568 | $4,420-87.2% | $3,942-85.6% | $4,663-87.8% |
| Participant deferral / active EE | $1,888 | $8,455-77.7% | $8,087-76.7% | $6,691-71.8% |
| Admin fee / account holder | $5,365 | $9,690-44.6% | $7,899-32.1% | $13,402-60.0% |