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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 | $69,727 | $58,258+19.7% | $81,820-14.8% | $80,925-13.8% |
| Participation rate | 22.1% | 63.5%-41.4pp | 72.4%-50.3pp | 67.7%-45.6pp |
| Annual return | 14.86% | 41.76%-26.9pp | 777.93%-763.1pp | 35.65%-20.8pp |
| Employer contribution / active EE | $362 | $2,345-84.6% | $2,915-87.6% | $2,756-86.9% |
| Participant deferral / active EE | $424 | $3,284-87.1% | $4,323-90.2% | $4,299-90.1% |
| Admin fee / account holder | $2,721 | $4,976-45.3% | $7,391-63.2% | $6,940-60.8% |