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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 | $47,666 | $117,829-59.5% | $102,423-53.5% | $145,877-67.3% |
| Participation rate | 20.0% | 78.6%-58.6pp | 76.5%-56.5pp | 80.3%-60.3pp |
| Annual return | 9.34% | 31.83%-22.5pp | 29.42%-20.1pp | 551.28%-541.9pp |
| Employer contribution / active EE | $1,075 | $3,615-70.2% | $3,023-64.4% | $4,663-76.9% |
| Participant deferral / active EE | $1,229 | $5,732-78.6% | $5,054-75.7% | $6,691-81.6% |
| Admin fee / account holder | $465 | $13,335-96.5% | $9,455-95.1% | $13,402-96.5% |