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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 | $47,009 | $124,351-62.2% | $109,188-56.9% | $167,553-71.9% |
| Participation rate | 56.5% | 79.4%-22.9pp | 75.9%-19.4pp | 82.1%-25.6pp |
| Annual return | 14.40% | 26.04%-11.6pp | 25.76%-11.4pp | 478.89%-464.5pp |
| Employer contribution / active EE | $11,225 | $4,210+166.6% | $3,723+201.5% | $4,840+131.9% |
| Participant deferral / active EE | $764 | $5,257-85.5% | $4,654-83.6% | $6,343-88.0% |
| Admin fee / account holder | $1,488 | $7,975-81.3% | $6,755-78.0% | $12,316-87.9% |