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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 | $44,979 | $98,240-54.2% | $82,312-45.4% | $147,586-69.5% |
| Participation rate | 64.3% | 79.7%-15.4pp | 76.9%-12.6pp | 82.8%-18.5pp |
| Annual return | 15.59% | 30.85%-15.3pp | 25.88%-10.3pp | 578.59%-563.0pp |
| Employer contribution / active EE | $978 | $3,192-69.4% | $2,428-59.7% | $4,876-80.0% |
| Participant deferral / active EE | $1,236 | $4,383-71.8% | $3,706-66.7% | $5,439-77.3% |
| Admin fee / account holder | $775 | $8,563-90.9% | $5,608-86.2% | $10,886-92.9% |