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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 | $46,365 | $99,994-53.6% | $146,643-68.4% | $85,847-46.0% |
| Participation rate | 54.5% | 73.1%-18.5pp | 80.1%-25.5pp | 69.3%-14.8pp |
| Annual return | 16.28% | 18.93%-2.7pp | 22.75%-6.5pp | 318.61%-302.3pp |
| Employer contribution / active EE | $1,351 | $2,559-47.2% | $4,137-67.3% | $2,565-47.3% |
| Participant deferral / active EE | $1,735 | $4,006-56.7% | $5,506-68.5% | $3,952-56.1% |
| Admin fee / account holder | $632 | $7,703-91.8% | $10,280-93.9% | $6,261-89.9% |