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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 | $38,517 | $61,660-37.5% | $80,022-51.9% | $64,173-40.0% |
| Participation rate | 49.2% | 71.7%-22.5pp | 75.8%-26.6pp | 69.6%-20.3pp |
| Annual return | 46.09% | -0.33%+46.4pp | 11.22%+34.9pp | 7.63%+38.5pp |
| Employer contribution / active EE | $785 | $1,810-56.6% | $2,468-68.2% | $2,381-67.0% |
| Participant deferral / active EE | $973 | $2,968-67.2% | $3,686-73.6% | $3,470-72.0% |
| Admin fee / account holder | $7,357 | $5,417+35.8% | $6,521+12.8% | $4,887+50.5% |