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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 | $45,266+28.9% | $103,693-43.7% | $65,306-10.6% |
| Participation rate | 15.5% | 53.3%-37.8pp | 72.6%-57.2pp | 57.7%-42.2pp |
| Annual return | 12.35% | 25.10%-12.7pp | 47.61%-35.3pp | 21.94%-9.6pp |
| Employer contribution / active EE | $317 | $1,765-82.0% | $2,920-89.1% | $1,967-83.9% |
| Participant deferral / active EE | $500 | $2,099-76.2% | $4,579-89.1% | $2,959-83.1% |
| Admin fee / account holder | $2,474 | $3,221-23.2% | $7,858-68.5% | $3,480-28.9% |