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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 | $58,353 | $45,900+27.1% | $94,057-38.0% | $64,340-9.3% |
| Participation rate | 15.5% | 50.6%-35.1pp | 73.3%-57.9pp | 55.2%-39.8pp |
| Annual return | 12.35% | 50.47%-38.1pp | 480.62%-468.3pp | 24.14%-11.8pp |
| Employer contribution / active EE | $317 | $1,612-80.3% | $2,933-89.2% | $1,862-83.0% |
| Participant deferral / active EE | $500 | $2,102-76.2% | $4,709-89.4% | $2,980-83.2% |
| Admin fee / account holder | $2,474 | $3,143-21.3% | $7,244-65.8% | $3,703-33.2% |