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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 | $45,127 | $86,298-47.7% | $111,308-59.5% | $85,847-47.4% |
| Participation rate | 45.9% | 73.3%-27.4pp | 77.3%-31.4pp | 69.3%-23.4pp |
| Annual return | 11.89% | 19.99%-8.1pp | 54.67%-42.8pp | 318.61%-306.7pp |
| Employer contribution / active EE | $714 | $2,044-65.1% | $2,732-73.9% | $2,565-72.2% |
| Participant deferral / active EE | $1,596 | $3,641-56.2% | $4,487-64.4% | $3,952-59.6% |
| Admin fee / account holder | $2,588 | $8,189-68.4% | $7,965-67.5% | $6,261-58.7% |