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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 | $48,735 | $85,060-42.7% | $70,565-30.9% | $139,487-65.1% |
| Participation rate | 41.7% | 73.9%-32.2pp | 68.4%-26.7pp | 80.3%-38.7pp |
| Annual return | 13.86% | 30.39%-16.5pp | 32.79%-18.9pp | 373.84%-360.0pp |
| Employer contribution / active EE | $685 | $3,912-82.5% | $2,976-77.0% | $4,755-85.6% |
| Participant deferral / active EE | $719 | $5,891-87.8% | $4,568-84.3% | $6,713-89.3% |
| Admin fee / account holder | $6,751 | $8,932-24.4% | $6,430+5.0% | $11,407-40.8% |