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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 | $47,869 | $89,364-46.4% | $141,177-66.1% | $72,983-34.4% |
| Participation rate | 19.4% | 75.1%-55.8pp | 82.5%-63.1pp | 69.5%-50.1pp |
| Annual return | 27.10% | 111.86%-84.8pp | 71.40%-44.3pp | 81.01%-53.9pp |
| Employer contribution / active EE | $899 | $3,115-71.1% | $4,736-81.0% | $2,440-63.2% |
| Participant deferral / active EE | $1,340 | $5,419-75.3% | $6,710-80.0% | $3,608-62.9% |
| Admin fee / account holder | $1,314 | $5,959-77.9% | $10,263-87.2% | $5,124-74.4% |