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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 | $44,492 | $98,760-54.9% | $149,715-70.3% | $79,858-44.3% |
| Participation rate | 48.1% | 75.8%-27.6pp | 82.5%-34.3pp | 69.6%-21.5pp |
| Annual return | 18.61% | 27.43%-8.8pp | 276.66%-258.0pp | 31.72%-13.1pp |
| Employer contribution / active EE | $1,208 | $3,217-62.4% | $4,645-74.0% | $2,471-51.1% |
| Participant deferral / active EE | $2,356 | $5,681-58.5% | $6,842-65.6% | $3,740-37.0% |
| Admin fee / account holder | $1,564 | $6,053-74.2% | $9,310-83.2% | $5,306-70.5% |