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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 | $47,799 | $98,766-51.6% | $149,730-68.1% | $79,852-40.1% |
| Participation rate | 63.3% | 75.8%-12.4pp | 82.5%-19.1pp | 69.6%-6.3pp |
| Annual return | 16.60% | 27.43%-10.8pp | 276.70%-260.1pp | 31.72%-15.1pp |
| Employer contribution / active EE | $1,299 | $3,217-59.6% | $4,645-72.0% | $2,471-47.4% |
| Participant deferral / active EE | $1,467 | $5,681-74.2% | $6,843-78.6% | $3,740-60.8% |
| Admin fee / account holder | $1,308 | $6,052-78.4% | $9,310-86.0% | $5,306-75.4% |