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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 | $52,028 | $90,107-42.3% | $182,262-71.5% | $69,733-25.4% |
| Participation rate | 29.7% | 64.8%-35.1pp | 84.2%-54.5pp | 62.5%-32.7pp |
| Annual return | 14.81% | 95.58%-80.8pp | 140.60%-125.8pp | 15.22%-0.4pp |
| Employer contribution / active EE | $557 | $3,043-81.7% | $5,046-89.0% | $2,250-75.2% |
| Participant deferral / active EE | $992 | $5,135-80.7% | $8,276-88.0% | $3,054-67.5% |
| Admin fee / account holder | $3,215 | $3,377-4.8% | $16,712-80.8% | $3,102+3.6% |