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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 | $48,795 | $81,276-40.0% | $155,574-68.6% | $80,925-39.7% |
| Participation rate | 57.1% | 66.2%-9.1pp | 78.2%-21.1pp | 67.7%-10.5pp |
| Annual return | 15.09% | 33.36%-18.3pp | 64.87%-49.8pp | 35.65%-20.6pp |
| Employer contribution / active EE | $450 | $3,103-85.5% | $4,676-90.4% | $2,756-83.7% |
| Participant deferral / active EE | $562 | $3,453-83.7% | $5,629-90.0% | $4,299-86.9% |
| Admin fee / account holder | $323 | $7,993-96.0% | $15,914-98.0% | $6,940-95.3% |