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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 | $46,491 | $80,781-42.4% | $102,437-54.6% | $74,478-37.6% |
| Participation rate | 18.0% | 65.7%-47.6pp | 74.5%-56.5pp | 67.2%-49.2pp |
| Annual return | 12.64% | 27.58%-14.9pp | 24.95%-12.3pp | 1370.56%-1357.9pp |
| Employer contribution / active EE | $1,933 | $3,160-38.8% | $3,871-50.1% | $2,626-26.4% |
| Participant deferral / active EE | $1,441 | $3,862-62.7% | $5,060-71.5% | $4,350-66.9% |
| Admin fee / account holder | $1,620 | $2,372-31.7% | $8,388-80.7% | $1,946-16.7% |