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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 | $78,690-32.5% | $161,489-67.1% | $87,485-39.3% |
| Participation rate | 18.8% | 67.5%-48.7pp | 78.7%-59.9pp | 68.9%-50.2pp |
| Annual return | 15.30% | 32.74%-17.4pp | 89.72%-74.4pp | 26.06%-10.8pp |
| Employer contribution / active EE | $355 | $2,588-86.3% | $4,268-91.7% | $2,596-86.3% |
| Participant deferral / active EE | $579 | $3,311-82.5% | $5,630-89.7% | $4,274-86.5% |
| Admin fee / account holder | $2,759 | $6,724-59.0% | $16,006-82.8% | $7,775-64.5% |