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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 | $227,510 | $71,353+218.9% | $92,805+145.1% | $86,983+161.6% |
| Participation rate | 55.6% | 80.9%-25.3pp | 83.5%-28.0pp | 69.5%-14.0pp |
| Annual return | 19.81% | 44.68%-24.9pp | 31.59%-11.8pp | 25.83%-6.0pp |
| Employer contribution / active EE | $56 | $2,468-97.7% | $3,424-98.4% | $2,584-97.8% |
| Participant deferral / active EE | $786 | $6,966-88.7% | $8,448-90.7% | $4,194-81.2% |
| Admin fee / account holder | $488 | $6,099-92.0% | $10,911-95.5% | $7,856-93.8% |