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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 | $55,472-12.9% | $155,567-68.9% | $74,546-35.2% |
| Participation rate | 21.7% | 61.9%-40.2pp | 78.2%-56.5pp | 67.2%-45.5pp |
| Annual return | 15.80% | 268.72%-252.9pp | 64.74%-48.9pp | 1366.03%-1350.2pp |
| Employer contribution / active EE | $574 | $2,269-74.7% | $4,674-87.7% | $2,624-78.1% |
| Participant deferral / active EE | $274 | $2,838-90.3% | $5,628-95.1% | $4,347-93.7% |
| Admin fee / account holder | $2,351 | $1,743+34.9% | $15,916-85.2% | $1,944+21.0% |