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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 | $53,643 | $114,013-52.9% | $103,693-48.3% | $155,188-65.4% |
| Participation rate | 17.4% | 75.2%-57.8pp | 72.6%-55.3pp | 80.8%-63.4pp |
| Annual return | 12.62% | 49.31%-36.7pp | 47.61%-35.0pp | 148.84%-136.2pp |
| Employer contribution / active EE | $300 | $3,131-90.4% | $2,920-89.7% | $4,248-92.9% |
| Participant deferral / active EE | $533 | $4,970-89.3% | $4,579-88.4% | $6,531-91.8% |
| Admin fee / account holder | $470 | $8,407-94.4% | $7,858-94.0% | $14,480-96.8% |