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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 | $49,717 | $68,398-27.3% | $94,664-47.5% | $75,173-33.9% |
| Participation rate | 62.5% | 76.1%-13.6pp | 80.8%-18.3pp | 67.2%-4.7pp |
| Annual return | 15.79% | 616.72%-600.9pp | 156.84%-141.1pp | 160.72%-144.9pp |
| Employer contribution / active EE | $794 | $2,701-70.6% | $3,673-78.4% | $2,671-70.3% |
| Participant deferral / active EE | $2,074 | $6,537-68.3% | $7,417-72.0% | $4,126-49.7% |
| Admin fee / account holder | $2,991 | $5,324-43.8% | $7,222-58.6% | $5,651-47.1% |