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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 | $52,050 | $67,411-22.8% | $91,004-42.8% | $70,126-25.8% |
| Participation rate | 22.2% | 71.4%-49.1pp | 75.6%-53.4pp | 69.5%-47.3pp |
| Annual return | 16.97% | -40.16%+57.1pp | 4.60%+12.4pp | 73.15%-56.2pp |
| Employer contribution / active EE | $467 | $1,786-73.9% | $2,456-81.0% | $2,343-80.1% |
| Participant deferral / active EE | $1,067 | $2,823-62.2% | $3,548-69.9% | $3,332-68.0% |
| Admin fee / account holder | $646 | $4,236-84.7% | $5,417-88.1% | $4,645-86.1% |