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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 | $48,872 | $157,296-68.9% | $141,191-65.4% | $152,897-68.0% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 15.39% | 64.34%-48.9pp | 71.41%-56.0pp | 345.43%-330.0pp |
| Employer contribution / active EE | $2,073 | $5,262-60.6% | $4,736-56.2% | $4,764-56.5% |
| Participant deferral / active EE | $523 | $7,111-92.6% | $6,710-92.2% | $5,851-91.1% |
| Admin fee / account holder | $26,574 | $12,125+119.2% | $10,264+158.9% | $11,599+129.1% |