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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 | $30,885 | $117,846-73.8% | $102,434-69.8% | $145,884-78.8% |
| Participation rate | 47.4% | 78.6%-31.3pp | 76.5%-29.1pp | 80.3%-32.9pp |
| Annual return | 43.87% | 31.90%+12.0pp | 29.46%+14.4pp | 551.85%-508.0pp |
| Employer contribution / active EE | $1,255 | $3,615-65.3% | $3,023-58.5% | $4,662-73.1% |
| Participant deferral / active EE | $1,524 | $5,733-73.4% | $5,055-69.9% | $6,690-77.2% |
| Admin fee / account holder | $3,520 | $13,356-73.6% | $9,462-62.8% | $13,392-73.7% |