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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 | $52,670 | $98,760-46.7% | $149,715-64.8% | $79,858-34.0% |
| Participation rate | 55.9% | 75.8%-19.9pp | 82.5%-26.6pp | 69.6%-13.8pp |
| Annual return | 19.78% | 27.43%-7.6pp | 276.66%-256.9pp | 31.72%-11.9pp |
| Employer contribution / active EE | $948 | $3,217-70.5% | $4,645-79.6% | $2,471-61.6% |
| Participant deferral / active EE | $1,264 | $5,681-77.8% | $6,842-81.5% | $3,740-66.2% |
| Admin fee / account holder | $1,404 | $6,053-76.8% | $9,310-84.9% | $5,306-73.5% |