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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 | $55,423-12.8% | $155,602-68.9% | $74,400-35.0% |
| Participation rate | 21.7% | 61.9%-40.2pp | 78.2%-56.5pp | 67.2%-45.5pp |
| Annual return | 15.80% | 269.07%-253.3pp | 64.81%-49.0pp | 1367.51%-1351.7pp |
| Employer contribution / active EE | $574 | $2,266-74.7% | $4,675-87.7% | $2,624-78.1% |
| Participant deferral / active EE | $274 | $2,835-90.3% | $5,629-95.1% | $4,348-93.7% |
| Admin fee / account holder | $2,351 | $1,744+34.8% | $15,923-85.2% | $1,944+21.0% |