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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 | $47,803 | $78,672-39.2% | $109,163-56.2% | $85,856-44.3% |
| Participation rate | 15.7% | 68.3%-52.6pp | 75.9%-60.2pp | 69.3%-53.6pp |
| Annual return | 15.82% | 25.09%-9.3pp | 25.75%-9.9pp | 318.58%-302.8pp |
| Employer contribution / active EE | $663 | $2,734-75.7% | $3,723-82.2% | $2,565-74.1% |
| Participant deferral / active EE | $1,215 | $3,467-64.9% | $4,654-73.9% | $3,952-69.2% |
| Admin fee / account holder | $440 | $5,470-92.0% | $6,754-93.5% | $6,261-93.0% |