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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 | $48,741 | $89,367-45.5% | $141,191-65.5% | $72,975-33.2% |
| Participation rate | 35.3% | 75.1%-39.8pp | 82.5%-47.2pp | 69.5%-34.2pp |
| Annual return | 20.99% | 111.87%-90.9pp | 71.41%-50.4pp | 81.01%-60.0pp |
| Employer contribution / active EE | $1,224 | $3,115-60.7% | $4,736-74.2% | $2,440-49.8% |
| Participant deferral / active EE | $1,859 | $5,419-65.7% | $6,710-72.3% | $3,608-48.5% |
| Admin fee / account holder | $6,863 | $5,957+15.2% | $10,264-33.1% | $5,124+33.9% |