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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 | $41,559 | $98,760-57.9% | $149,715-72.2% | $79,858-48.0% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.5%-32.5pp | 69.6%-19.6pp |
| Annual return | 16.95% | 27.43%-10.5pp | 276.66%-259.7pp | 31.72%-14.8pp |
| Employer contribution / active EE | $960 | $3,217-70.1% | $4,645-79.3% | $2,471-61.1% |
| Participant deferral / active EE | $1,993 | $5,681-64.9% | $6,842-70.9% | $3,740-46.7% |
| Admin fee / account holder | $2,676 | $6,053-55.8% | $9,310-71.3% | $5,306-49.6% |