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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 | $49,458 | $106,247-53.5% | $96,515-48.8% | $139,466-64.5% |
| Participation rate | 65.0% | 77.8%-12.8pp | 74.3%-9.3pp | 80.3%-15.3pp |
| Annual return | 16.40% | 38.47%-22.1pp | 35.73%-19.3pp | 373.66%-357.3pp |
| Employer contribution / active EE | $802 | $4,106-80.5% | $3,740-78.5% | $4,754-83.1% |
| Participant deferral / active EE | $967 | $5,456-82.3% | $4,880-80.2% | $6,712-85.6% |
| Admin fee / account holder | $3,650 | $7,885-53.7% | $6,735-45.8% | $11,409-68.0% |