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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 | $43,730+3.3% | $66,674-32.3% | $64,097-29.6% |
| Participation rate | 17.3% | 50.7%-33.4pp | 73.7%-56.4pp | 55.2%-37.9pp |
| Annual return | 16.44% | 53.62%-37.2pp | 321.24%-304.8pp | 34.64%-18.2pp |
| Employer contribution / active EE | $265 | $1,673-84.2% | $2,620-89.9% | $1,891-86.0% |
| Participant deferral / active EE | $417 | $2,122-80.4% | $4,084-89.8% | $3,080-86.5% |
| Admin fee / account holder | $582 | $2,708-78.5% | $5,098-88.6% | $3,454-83.1% |