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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 | $48,964 | $81,664-40.0% | $70,476-30.5% | $158,966-69.2% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.1%-25.1pp | 82.0%-32.0pp |
| Annual return | 24.25% | 208.59%-184.3pp | 109.12%-84.9pp | 302.95%-278.7pp |
| Employer contribution / active EE | $666 | $3,219-79.3% | $2,738-75.7% | $4,762-86.0% |
| Participant deferral / active EE | $774 | $4,556-83.0% | $3,710-79.1% | $5,983-87.1% |
| Admin fee / account holder | $508 | $6,197-91.8% | $3,847-86.8% | $11,250-95.5% |