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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 | $49,987 | $48,314+3.5% | $67,561-26.0% | $80,925-38.2% |
| Participation rate | 16.9% | 66.4%-49.5pp | 72.9%-56.0pp | 67.7%-50.8pp |
| Annual return | 13.20% | 18.28%-5.1pp | 3525.44%-3512.2pp | 35.65%-22.4pp |
| Employer contribution / active EE | $571 | $2,022-71.8% | $2,735-79.1% | $2,756-79.3% |
| Participant deferral / active EE | $756 | $2,927-74.2% | $4,003-81.1% | $4,299-82.4% |
| Admin fee / account holder | $6,159 | $3,690+66.9% | $4,006+53.8% | $6,940-11.3% |