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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 | $59,620 | $48,284+23.5% | $67,524-11.7% | $80,911-26.3% |
| Participation rate | 14.3% | 66.4%-52.1pp | 72.9%-58.6pp | 67.6%-53.4pp |
| Annual return | 12.95% | 18.27%-5.3pp | 3519.41%-3506.5pp | 35.63%-22.7pp |
| Employer contribution / active EE | $527 | $2,021-73.9% | $2,734-80.7% | $2,756-80.9% |
| Participant deferral / active EE | $527 | $2,927-82.0% | $4,001-86.8% | $4,297-87.7% |
| Admin fee / account holder | $13,085 | $3,688+254.8% | $4,001+227.1% | $6,935+88.7% |