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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 | $46,533 | $115,903-59.9% | $100,528-53.7% | $158,966-70.7% |
| Participation rate | 50.0% | 81.6%-31.6pp | 79.4%-29.4pp | 82.0%-32.0pp |
| Annual return | 17.86% | 34.80%-16.9pp | 30.90%-13.0pp | 302.95%-285.1pp |
| Employer contribution / active EE | $879 | $4,105-78.6% | $3,419-74.3% | $4,762-81.5% |
| Participant deferral / active EE | $1,282 | $6,677-80.8% | $6,271-79.6% | $5,983-78.6% |
| Admin fee / account holder | $2,481 | $11,000-77.4% | $8,084-69.3% | $11,250-77.9% |