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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 | $44,312 | $113,016-60.8% | $103,447-57.2% | $74,429-40.5% |
| Participation rate | 48.5% | 80.8%-32.2pp | 80.5%-32.0pp | 67.2%-18.7pp |
| Annual return | 15.28% | 23.24%-8.0pp | 23.92%-8.6pp | 1368.38%-1353.1pp |
| Employer contribution / active EE | $1,854 | $4,881-62.0% | $4,678-60.4% | $2,625-29.4% |
| Participant deferral / active EE | $3,498 | $7,279-51.9% | $6,624-47.2% | $4,348-19.6% |
| Admin fee / account holder | $2,792 | $1,709+63.4% | $9,415-70.3% | $1,944+43.6% |