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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 | $42,465 | $63,861-33.5% | $104,625-59.4% | $79,852-46.8% |
| Participation rate | 50.0% | 64.9%-14.9pp | 74.1%-24.1pp | 69.6%-19.6pp |
| Annual return | 19.85% | 21.30%-1.4pp | 340.60%-320.7pp | 31.72%-11.9pp |
| Employer contribution / active EE | $445 | $1,588-72.0% | $2,681-83.4% | $2,471-82.0% |
| Participant deferral / active EE | $815 | $2,693-69.7% | $3,738-78.2% | $3,740-78.2% |
| Admin fee / account holder | $2,429 | $4,185-42.0% | $6,465-62.4% | $5,306-54.2% |