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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 | $57,081 | $42,546+34.2% | $71,796-20.5% | $55,167+3.5% |
| Participation rate | 37.6% | 59.1%-21.5pp | 69.1%-31.5pp | 69.0%-31.4pp |
| Annual return | 6.29% | 12.36%-6.1pp | 78.04%-71.8pp | 169.23%-162.9pp |
| Employer contribution / active EE | $431 | $803-46.3% | $1,924-77.6% | $1,963-78.0% |
| Participant deferral / active EE | $838 | $2,064-59.4% | $2,794-70.0% | $3,054-72.6% |
| Admin fee / account holder | $16,238 | $650+2399.6% | $4,815+237.2% | $504+3122.4% |