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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 | $50,332 | $61,125-17.7% | $94,057-46.5% | $87,485-42.5% |
| Participation rate | 21.4% | 64.1%-42.6pp | 73.3%-51.9pp | 68.9%-47.5pp |
| Annual return | 17.86% | 35.20%-17.3pp | 480.62%-462.8pp | 26.06%-8.2pp |
| Employer contribution / active EE | $212 | $2,136-90.1% | $2,933-92.8% | $2,596-91.8% |
| Participant deferral / active EE | $556 | $3,260-83.0% | $4,709-88.2% | $4,274-87.0% |
| Admin fee / account holder | $4,715 | $5,629-16.2% | $7,244-34.9% | $7,775-39.4% |