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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 | $47,143 | $47,479-0.7% | $62,929-25.1% | $82,448-42.8% |
| Participation rate | 28.6% | 66.9%-38.3pp | 73.1%-44.5pp | 68.1%-39.5pp |
| Annual return | 15.55% | 20.34%-4.8pp | 1063.93%-1048.4pp | 41.64%-26.1pp |
| Employer contribution / active EE | $445 | $1,885-76.4% | $2,505-82.3% | $2,551-82.6% |
| Participant deferral / active EE | $786 | $2,870-72.6% | $3,888-79.8% | $4,139-81.0% |
| Admin fee / account holder | $475 | $3,804-87.5% | $5,065-90.6% | $7,234-93.4% |