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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 | $47,659 | $56,110-15.1% | $94,993-49.8% | $70,131-32.0% |
| Participation rate | 48.6% | 65.0%-16.3pp | 73.9%-25.2pp | 69.5%-20.9pp |
| Annual return | 16.41% | 51.02%-34.6pp | 27.12%-10.7pp | 73.14%-56.7pp |
| Employer contribution / active EE | $298 | $1,442-79.3% | $2,603-88.5% | $2,342-87.3% |
| Participant deferral / active EE | $846 | $2,391-64.6% | $3,317-74.5% | $3,332-74.6% |
| Admin fee / account holder | $1,354 | $3,456-60.8% | $4,960-72.7% | $4,645-70.8% |