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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 | $49,412 | $64,920-23.9% | $103,693-52.3% | $86,983-43.2% |
| Participation rate | 49.4% | 63.6%-14.2pp | 72.6%-23.3pp | 69.5%-20.2pp |
| Annual return | 13.77% | 30.29%-16.5pp | 47.61%-33.8pp | 25.83%-12.1pp |
| Employer contribution / active EE | $355 | $2,141-83.4% | $2,920-87.9% | $2,584-86.3% |
| Participant deferral / active EE | $785 | $3,241-75.8% | $4,579-82.9% | $4,194-81.3% |
| Admin fee / account holder | $12,054 | $6,191+94.7% | $7,858+53.4% | $7,856+53.4% |