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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 | $24,283 | $73,532-67.0% | $178,540-86.4% | $74,459-67.4% |
| Participation rate | 46.8% | 66.6%-19.8pp | 77.1%-30.3pp | 67.2%-20.5pp |
| Annual return | 12.49% | 17.51%-5.0pp | 27.15%-14.7pp | 1369.70%-1357.2pp |
| Employer contribution / active EE | $760 | $2,221-65.8% | $3,953-80.8% | $2,626-71.0% |
| Participant deferral / active EE | $1,287 | $4,519-71.5% | $6,281-79.5% | $4,350-70.4% |
| Admin fee / account holder | $5,392 | $1,813+197.5% | $10,424-48.3% | $1,945+177.3% |