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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 | $50,963 | $78,428-35.0% | $95,960-46.9% | $79,852-36.2% |
| Participation rate | 53.2% | 73.5%-20.3pp | 77.1%-23.9pp | 69.6%-16.4pp |
| Annual return | 17.29% | 19.37%-2.1pp | 91.63%-74.3pp | 31.72%-14.4pp |
| Employer contribution / active EE | $784 | $1,945-59.7% | $2,541-69.2% | $2,471-68.3% |
| Participant deferral / active EE | $1,343 | $3,440-61.0% | $4,167-67.8% | $3,740-64.1% |
| Admin fee / account holder | $3,968 | $5,622-29.4% | $6,797-41.6% | $5,306-25.2% |