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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 | $47,001 | $65,364-28.1% | $92,909-49.4% | $72,975-35.6% |
| Participation rate | 16.7% | 68.3%-51.6pp | 76.0%-59.3pp | 69.5%-52.8pp |
| Annual return | 26.01% | 42.11%-16.1pp | 109.44%-83.4pp | 81.01%-55.0pp |
| Employer contribution / active EE | $626 | $2,594-75.9% | $3,653-82.9% | $2,440-74.3% |
| Participant deferral / active EE | $1,073 | $3,128-65.7% | $4,238-74.7% | $3,608-70.3% |
| Admin fee / account holder | $1,222 | $4,251-71.3% | $5,795-78.9% | $5,124-76.2% |