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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 | $37,662 | $78,425-52.0% | $95,956-60.8% | $79,858-52.8% |
| Participation rate | 52.4% | 73.5%-21.1pp | 77.1%-24.7pp | 69.6%-17.3pp |
| Annual return | 16.89% | 19.37%-2.5pp | 91.63%-74.7pp | 31.72%-14.8pp |
| Employer contribution / active EE | $847 | $1,945-56.5% | $2,541-66.7% | $2,471-65.7% |
| Participant deferral / active EE | $1,123 | $3,440-67.4% | $4,167-73.1% | $3,740-70.0% |
| Admin fee / account holder | $2,551 | $5,622-54.6% | $6,797-62.5% | $5,306-51.9% |