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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 | $28,845 | $92,219-68.7% | $76,767-62.4% | $135,380-78.7% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | 42.01% | 5.46%+36.5pp | 2.43%+39.6pp | 519.81%-477.8pp |
| Employer contribution / active EE | $980 | $3,216-69.5% | $2,485-60.6% | $4,779-79.5% |
| Participant deferral / active EE | $1,155 | $4,508-74.4% | $3,852-70.0% | $5,609-79.4% |
| Admin fee / account holder | $1,874 | $10,749-82.6% | $6,675-71.9% | $10,828-82.7% |