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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 | $42,092 | $98,776-57.4% | $149,745-71.9% | $79,856-47.3% |
| Participation rate | 56.3% | 75.8%-19.5pp | 82.5%-26.2pp | 69.6%-13.4pp |
| Annual return | 15.97% | 27.38%-11.4pp | 276.72%-260.8pp | 31.71%-15.7pp |
| Employer contribution / active EE | $745 | $3,217-76.8% | $4,646-84.0% | $2,471-69.8% |
| Participant deferral / active EE | $1,890 | $5,681-66.7% | $6,843-72.4% | $3,741-49.5% |
| Admin fee / account holder | $1,235 | $6,053-79.6% | $9,312-86.7% | $5,306-76.7% |