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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 | $46,684 | $70,418-33.7% | $96,570-51.7% | $85,847-45.6% |
| Participation rate | 51.7% | 61.8%-10.1pp | 69.8%-18.1pp | 69.3%-17.6pp |
| Annual return | 25.35% | 18.59%+6.8pp | 37.79%-12.4pp | 318.61%-293.3pp |
| Employer contribution / active EE | $267 | $1,413-81.1% | $2,357-88.7% | $2,565-89.6% |
| Participant deferral / active EE | $1,251 | $2,894-56.8% | $3,849-67.5% | $3,952-68.3% |
| Admin fee / account holder | $4,934 | $4,995-1.2% | $6,182-20.2% | $6,261-21.2% |