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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 | $45,295 | $101,950-55.6% | $125,529-63.9% | $86,983-47.9% |
| Participation rate | 52.8% | 70.2%-17.4pp | 74.7%-21.9pp | 69.5%-16.8pp |
| Annual return | 15.46% | 18.29%-2.8pp | 202.56%-187.1pp | 25.83%-10.4pp |
| Employer contribution / active EE | $780 | $2,358-66.9% | $3,058-74.5% | $2,584-69.8% |
| Participant deferral / active EE | $1,720 | $3,862-55.5% | $4,813-64.3% | $4,194-59.0% |
| Admin fee / account holder | $4,816 | $12,791-62.3% | $16,298-70.4% | $7,856-38.7% |