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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 | $47,553 | $88,672-46.4% | $105,223-54.8% | $82,448-42.3% |
| Participation rate | 17.9% | 67.9%-50.0pp | 75.0%-57.1pp | 68.1%-50.1pp |
| Annual return | 16.39% | 30.86%-14.5pp | 180.65%-164.3pp | 41.64%-25.2pp |
| Employer contribution / active EE | $818 | $3,048-73.2% | $3,689-77.8% | $2,551-67.9% |
| Participant deferral / active EE | $1,222 | $4,036-69.7% | $5,072-75.9% | $4,139-70.5% |
| Admin fee / account holder | $2,640 | $7,146-63.1% | $8,859-70.2% | $7,234-63.5% |