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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 | $48,787 | $112,131-56.5% | $95,964-49.2% | $158,982-69.3% |
| Participation rate | 47.6% | 79.0%-31.4pp | 77.1%-29.5pp | 82.0%-34.3pp |
| Annual return | 16.47% | 171.19%-154.7pp | 91.64%-75.2pp | 302.99%-286.5pp |
| Employer contribution / active EE | $660 | $3,199-79.4% | $2,541-74.0% | $4,763-86.1% |
| Participant deferral / active EE | $869 | $4,784-81.8% | $4,167-79.1% | $5,983-85.5% |
| Admin fee / account holder | $3,158 | $10,136-68.8% | $6,797-53.5% | $11,252-71.9% |