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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 | $44,727 | $98,766-54.7% | $149,730-70.1% | $79,852-44.0% |
| Participation rate | 25.0% | 75.8%-50.8pp | 82.5%-57.5pp | 69.6%-44.6pp |
| Annual return | 16.85% | 27.43%-10.6pp | 276.70%-259.8pp | 31.72%-14.9pp |
| Employer contribution / active EE | $611 | $3,217-81.0% | $4,645-86.8% | $2,471-75.3% |
| Participant deferral / active EE | $720 | $5,681-87.3% | $6,843-89.5% | $3,740-80.8% |
| Admin fee / account holder | $3,390 | $6,052-44.0% | $9,310-63.6% | $5,306-36.1% |