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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 | $49,475 | $75,183-34.2% | $123,894-60.1% | $55,167-10.3% |
| Participation rate | 41.7% | 72.8%-31.2pp | 81.4%-39.7pp | 69.0%-27.3pp |
| Annual return | 11.17% | 19.01%-7.8pp | 47.52%-36.3pp | 169.23%-158.1pp |
| Employer contribution / active EE | $1,551 | $2,823-45.1% | $4,617-66.4% | $1,963-21.0% |
| Participant deferral / active EE | $2,105 | $5,084-58.6% | $5,984-64.8% | $3,054-31.1% |
| Admin fee / account holder | $680 | $663+2.6% | $8,357-91.9% | $504+34.9% |