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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 | $51,570 | $23,330+121.1% | $64,489-20.0% | $82,448-37.5% |
| Participation rate | 21.1% | 68.3%-47.2pp | 67.7%-46.6pp | 68.1%-47.0pp |
| Annual return | 15.97% | 83.66%-67.7pp | 55.03%-39.1pp | 41.64%-25.7pp |
| Employer contribution / active EE | $0 | $824-100.0% | $1,523-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $586 | $1,707-65.6% | $2,778-78.9% | $4,139-85.8% |
| Admin fee / account holder | $3,270 | $2,946+11.0% | $4,260-23.2% | $7,234-54.8% |