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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 | $48,846 | $107,733-54.7% | $92,985-47.5% | $154,746-68.4% |
| Participation rate | 16.7% | 74.6%-57.9pp | 69.5%-52.8pp | 80.7%-64.0pp |
| Annual return | 15.13% | 30.39%-15.3pp | 27.99%-12.9pp | 172.34%-157.2pp |
| Employer contribution / active EE | $8,956 | $3,126+186.5% | $2,662+236.4% | $4,379+104.5% |
| Participant deferral / active EE | $1,124 | $5,053-77.8% | $4,377-74.3% | $6,730-83.3% |
| Admin fee / account holder | $32,567 | $11,369+186.5% | $9,463+244.1% | $14,365+126.7% |