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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 | $47,689 | $65,961-27.7% | $180,320-73.6% | $94,015-49.3% |
| Participation rate | 32.5% | 61.3%-28.8pp | 71.5%-39.0pp | 70.8%-38.3pp |
| Annual return | 16.66% | 14.27%+2.4pp | 778.54%-761.9pp | 17.84%-1.2pp |
| Employer contribution / active EE | $413 | $1,737-76.2% | $4,108-89.9% | $2,790-85.2% |
| Participant deferral / active EE | $969 | $3,003-67.7% | $4,304-77.5% | $4,249-77.2% |
| Admin fee / account holder | $3,459 | $4,901-29.4% | $10,000-65.4% | $8,951-61.4% |