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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 | $47,224 | $78,423-39.8% | $95,964-50.8% | $79,856-40.9% |
| Participation rate | 48.8% | 73.5%-24.7pp | 77.1%-28.3pp | 69.6%-20.9pp |
| Annual return | 13.57% | 19.37%-5.8pp | 91.64%-78.1pp | 31.71%-18.1pp |
| Employer contribution / active EE | $516 | $1,945-73.5% | $2,541-79.7% | $2,471-79.1% |
| Participant deferral / active EE | $1,384 | $3,440-59.8% | $4,167-66.8% | $3,741-63.0% |
| Admin fee / account holder | $491 | $5,622-91.3% | $6,797-92.8% | $5,306-90.7% |