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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 | $53,511 | $96,731-44.7% | $123,973-56.8% | $86,983-38.5% |
| Participation rate | 46.7% | 70.0%-23.4pp | 76.7%-30.0pp | 69.5%-22.9pp |
| Annual return | 13.84% | 17.33%-3.5pp | 388.13%-374.3pp | 25.83%-12.0pp |
| Employer contribution / active EE | $1,358 | $3,297-58.8% | $4,126-67.1% | $2,584-47.5% |
| Participant deferral / active EE | $1,524 | $4,152-63.3% | $5,247-71.0% | $4,194-63.7% |
| Admin fee / account holder | $5,051 | $8,722-42.1% | $11,799-57.2% | $7,856-35.7% |