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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 | $47,528 | $110,379-56.9% | $102,412-53.6% | $145,884-67.4% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 18.73% | 24.84%-6.1pp | 24.94%-6.2pp | 551.85%-533.1pp |
| Employer contribution / active EE | $882 | $4,216-79.1% | $3,870-77.2% | $4,662-81.1% |
| Participant deferral / active EE | $1,355 | $5,622-75.9% | $5,060-73.2% | $6,690-79.7% |
| Admin fee / account holder | $3,525 | $9,745-63.8% | $8,388-58.0% | $13,392-73.7% |