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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 | $51,088 | $65,428-21.9% | $169,390-69.8% | $71,511-28.6% |
| Participation rate | 22.9% | 66.9%-43.9pp | 77.2%-54.2pp | 67.9%-45.0pp |
| Annual return | 18.34% | 21.35%-3.0pp | 406.07%-387.7pp | 28.86%-10.5pp |
| Employer contribution / active EE | $765 | $2,064-62.9% | $4,013-80.9% | $2,589-70.5% |
| Participant deferral / active EE | $1,403 | $4,360-67.8% | $6,222-77.5% | $4,291-67.3% |
| Admin fee / account holder | $4,918 | $1,328+270.4% | $9,015-45.4% | $1,588+209.6% |