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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 | $53,079 | $76,407-30.5% | $150,298-64.7% | $82,448-35.6% |
| Participation rate | 18.8% | 66.4%-47.6pp | 77.8%-59.0pp | 68.1%-49.3pp |
| Annual return | 15.30% | 39.99%-24.7pp | 62.79%-47.5pp | 41.64%-26.3pp |
| Employer contribution / active EE | $355 | $2,614-86.4% | $4,154-91.5% | $2,551-86.1% |
| Participant deferral / active EE | $579 | $3,214-82.0% | $5,453-89.4% | $4,139-86.0% |
| Admin fee / account holder | $2,759 | $6,352-56.6% | $14,116-80.5% | $7,234-61.9% |