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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 | $45,155 | $45,900-1.6% | $94,057-52.0% | $64,340-29.8% |
| Participation rate | 17.3% | 50.6%-33.3pp | 73.3%-56.0pp | 55.2%-37.9pp |
| Annual return | 16.44% | 50.47%-34.0pp | 480.62%-464.2pp | 24.14%-7.7pp |
| Employer contribution / active EE | $265 | $1,612-83.6% | $2,933-91.0% | $1,862-85.8% |
| Participant deferral / active EE | $417 | $2,102-80.2% | $4,709-91.2% | $2,980-86.0% |
| Admin fee / account holder | $582 | $3,143-81.5% | $7,244-92.0% | $3,703-84.3% |