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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 | $49,991 | $78,429-36.3% | $95,968-47.9% | $79,859-37.4% |
| Participation rate | 43.6% | 73.5%-29.9pp | 77.1%-33.5pp | 69.6%-26.1pp |
| Annual return | 20.98% | 19.38%+1.6pp | 91.65%-70.7pp | 31.71%-10.7pp |
| Employer contribution / active EE | $521 | $1,946-73.2% | $2,542-79.5% | $2,471-78.9% |
| Participant deferral / active EE | $1,238 | $3,440-64.0% | $4,167-70.3% | $3,741-66.9% |
| Admin fee / account holder | $792 | $5,622-85.9% | $6,798-88.3% | $5,307-85.1% |