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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 | $48,058 | $62,393-23.0% | $120,580-60.1% | $74,478-35.5% |
| Participation rate | 21.9% | 56.8%-34.9pp | 72.0%-50.1pp | 67.2%-45.3pp |
| Annual return | 32.39% | 18.61%+13.8pp | 107.48%-75.1pp | 1370.56%-1338.2pp |
| Employer contribution / active EE | $518 | $1,845-71.9% | $3,469-85.1% | $2,626-80.3% |
| Participant deferral / active EE | $780 | $2,886-73.0% | $4,995-84.4% | $4,350-82.1% |
| Admin fee / account holder | $2,050 | $2,396-14.5% | $9,418-78.2% | $1,946+5.3% |