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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 | $48,624 | $73,638-34.0% | $95,964-49.3% | $73,497-33.8% |
| Participation rate | 50.5% | 76.2%-25.7pp | 77.1%-26.6pp | 70.7%-20.2pp |
| Annual return | 15.64% | 16.78%-1.1pp | 91.64%-76.0pp | 28.51%-12.9pp |
| Employer contribution / active EE | $926 | $1,863-50.3% | $2,541-63.6% | $2,270-59.2% |
| Participant deferral / active EE | $1,681 | $3,617-53.5% | $4,167-59.7% | $3,740-55.1% |
| Admin fee / account holder | $1,540 | $482+219.4% | $6,797-77.3% | $513+200.1% |