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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 | $47,991 | $68,398-29.8% | $94,664-49.3% | $75,173-36.2% |
| Participation rate | 45.9% | 76.1%-30.2pp | 80.8%-34.9pp | 67.2%-21.3pp |
| Annual return | 15.70% | 616.72%-601.0pp | 156.84%-141.1pp | 160.72%-145.0pp |
| Employer contribution / active EE | $739 | $2,701-72.6% | $3,673-79.9% | $2,671-72.3% |
| Participant deferral / active EE | $1,108 | $6,537-83.1% | $7,417-85.1% | $4,126-73.2% |
| Admin fee / account holder | $397 | $5,324-92.6% | $7,222-94.5% | $5,651-93.0% |