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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 | $51,242 | $105,284-51.3% | $150,734-66.0% | $94,015-45.5% |
| Participation rate | 35.7% | 71.7%-36.0pp | 78.4%-42.7pp | 70.8%-35.1pp |
| Annual return | 18.62% | 15.67%+3.0pp | 600.81%-582.2pp | 17.84%+0.8pp |
| Employer contribution / active EE | $1,506 | $3,599-58.2% | $4,918-69.4% | $2,790-46.0% |
| Participant deferral / active EE | $1,789 | $4,274-58.1% | $5,610-68.1% | $4,249-57.9% |
| Admin fee / account holder | $605 | $9,839-93.8% | $14,905-95.9% | $8,951-93.2% |