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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 | $43,531 | $98,240-55.7% | $82,312-47.1% | $147,586-70.5% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 13.62% | 30.85%-17.2pp | 25.88%-12.3pp | 578.59%-565.0pp |
| Employer contribution / active EE | $1,153 | $3,192-63.9% | $2,428-52.5% | $4,876-76.4% |
| Participant deferral / active EE | $1,153 | $4,383-73.7% | $3,706-68.9% | $5,439-78.8% |
| Admin fee / account holder | $3,294 | $8,563-61.5% | $5,608-41.3% | $10,886-69.7% |