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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 | $47,412 | $208,088-77.2% | $186,193-74.5% | $154,746-69.4% |
| Participation rate | 30.0% | 80.0%-50.0pp | 77.1%-47.1pp | 80.7%-50.7pp |
| Annual return | 15.17% | 89.97%-74.8pp | 78.03%-62.9pp | 172.34%-157.2pp |
| Employer contribution / active EE | $607 | $4,340-86.0% | $3,918-84.5% | $4,379-86.1% |
| Participant deferral / active EE | $1,033 | $7,078-85.4% | $6,513-84.1% | $6,730-84.7% |
| Admin fee / account holder | $7,930 | $11,698-32.2% | $11,058-28.3% | $14,365-44.8% |