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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 | $47,694 | $96,508-50.6% | $75,901-37.2% | $152,897-68.8% |
| Participation rate | 66.7% | 76.2%-9.5pp | 69.3%-2.6pp | 82.5%-15.8pp |
| Annual return | 22.68% | 33.99%-11.3pp | 30.76%-8.1pp | 345.43%-322.8pp |
| Employer contribution / active EE | $5,193 | $3,310+56.9% | $2,501+107.6% | $4,764+9.0% |
| Participant deferral / active EE | $931 | $4,554-79.6% | $3,603-74.2% | $5,851-84.1% |
| Admin fee / account holder | $2,139 | $8,081-73.5% | $5,420-60.5% | $11,599-81.6% |