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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 | $47,847 | $77,908-38.6% | $149,696-68.0% | $75,173-36.4% |
| Participation rate | 26.6% | 65.6%-39.0pp | 78.8%-52.2pp | 67.2%-40.6pp |
| Annual return | 13.93% | 31.73%-17.8pp | 134.46%-120.5pp | 160.72%-146.8pp |
| Employer contribution / active EE | $1,375 | $3,138-56.2% | $4,821-71.5% | $2,671-48.5% |
| Participant deferral / active EE | $830 | $3,411-75.7% | $5,682-85.4% | $4,126-79.9% |
| Admin fee / account holder | $2,472 | $5,950-58.5% | $13,212-81.3% | $5,651-56.3% |