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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 | $48,314 | $60,442-20.1% | $96,754-50.1% | $87,485-44.8% |
| Participation rate | 17.6% | 58.7%-41.1pp | 70.3%-52.7pp | 68.9%-51.4pp |
| Annual return | 18.86% | 21.97%-3.1pp | 82.04%-63.2pp | 26.06%-7.2pp |
| Employer contribution / active EE | $430 | $1,691-74.6% | $2,679-84.0% | $2,596-83.4% |
| Participant deferral / active EE | $814 | $3,280-75.2% | $4,758-82.9% | $4,274-81.0% |
| Admin fee / account holder | $1,906 | $5,069-62.4% | $8,905-78.6% | $7,775-75.5% |