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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 | $49,499 | $68,398-27.6% | $94,664-47.7% | $75,173-34.2% |
| Participation rate | 52.1% | 76.1%-24.0pp | 80.8%-28.7pp | 67.2%-15.1pp |
| Annual return | 15.78% | 616.72%-600.9pp | 156.84%-141.1pp | 160.72%-144.9pp |
| Employer contribution / active EE | $899 | $2,701-66.7% | $3,673-75.5% | $2,671-66.3% |
| Participant deferral / active EE | $962 | $6,537-85.3% | $7,417-87.0% | $4,126-76.7% |
| Admin fee / account holder | $1,580 | $5,324-70.3% | $7,222-78.1% | $5,651-72.0% |