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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 | $49,090 | $78,423-37.4% | $95,964-48.8% | $79,856-38.5% |
| Participation rate | 30.4% | 73.5%-43.1pp | 77.1%-46.6pp | 69.6%-39.2pp |
| Annual return | 15.70% | 19.37%-3.7pp | 91.64%-75.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $657 | $1,945-66.2% | $2,541-74.1% | $2,471-73.4% |
| Participant deferral / active EE | $1,099 | $3,440-68.1% | $4,167-73.6% | $3,741-70.6% |
| Admin fee / account holder | $3,587 | $5,622-36.2% | $6,797-47.2% | $5,306-32.4% |