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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 | $49,301 | $77,638-36.5% | $156,551-68.5% | $62,881-21.6% |
| Participation rate | 24.7% | 71.2%-46.5pp | 84.0%-59.3pp | 69.3%-44.6pp |
| Annual return | 4.73% | 50.33%-45.6pp | 32.23%-27.5pp | 20.14%-15.4pp |
| Employer contribution / active EE | $470 | $3,444-86.3% | $5,501-91.4% | $2,281-79.4% |
| Participant deferral / active EE | $609 | $3,046-80.0% | $4,871-87.5% | $3,203-81.0% |
| Admin fee / account holder | $1,588 | $5,561-71.4% | $13,028-87.8% | $4,296-63.0% |