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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 | $46,561 | $54,674-14.8% | $76,089-38.8% | $74,429-37.4% |
| Participation rate | 18.5% | 60.3%-41.8pp | 69.1%-50.5pp | 67.2%-48.7pp |
| Annual return | 11.29% | 31.89%-20.6pp | 360.94%-349.6pp | 1368.38%-1357.1pp |
| Employer contribution / active EE | $380 | $1,781-78.7% | $2,690-85.9% | $2,625-85.5% |
| Participant deferral / active EE | $399 | $3,071-87.0% | $4,259-90.6% | $4,348-90.8% |
| Admin fee / account holder | $2,871 | $2,238+28.3% | $6,418-55.3% | $1,944+47.7% |