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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 | $48,323 | $55,437-12.8% | $155,534-68.9% | $74,459-35.1% |
| Participation rate | 21.7% | 61.9%-40.2pp | 78.2%-56.6pp | 67.2%-45.6pp |
| Annual return | 15.80% | 269.58%-253.8pp | 64.92%-49.1pp | 1369.70%-1353.9pp |
| Employer contribution / active EE | $574 | $2,266-74.7% | $4,675-87.7% | $2,626-78.1% |
| Participant deferral / active EE | $274 | $2,837-90.3% | $5,630-95.1% | $4,350-93.7% |
| Admin fee / account holder | $2,351 | $1,742+34.9% | $15,900-85.2% | $1,945+20.9% |