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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 | $55,802 | $88,360-36.8% | $145,433-61.6% | $67,986-17.9% |
| Participation rate | 24.6% | 65.5%-40.9pp | 82.1%-57.5pp | 57.2%-32.6pp |
| Annual return | 14.84% | 63.15%-48.3pp | 66.58%-51.7pp | 31.67%-16.8pp |
| Employer contribution / active EE | $595 | $3,054-80.5% | $4,554-86.9% | $2,019-70.5% |
| Participant deferral / active EE | $985 | $5,932-83.4% | $7,897-87.5% | $3,358-70.7% |
| Admin fee / account holder | $2,267 | $3,313-31.6% | $13,129-82.7% | $3,203-29.2% |