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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 | $54,207 | $29,525+83.6% | $56,033-3.3% | $77,736-30.3% |
| Participation rate | 6.2% | 32.7%-26.5pp | 52.5%-46.3pp | 70.6%-64.4pp |
| Annual return | 17.33% | 18.90%-1.6pp | 1711.38%-1694.0pp | 31.26%-13.9pp |
| Employer contribution / active EE | $130 | $569-77.1% | $1,041-87.5% | $2,728-95.2% |
| Participant deferral / active EE | $253 | $1,062-76.1% | $1,954-87.0% | $4,651-94.6% |
| Admin fee / account holder | $1,231 | $1,040+18.4% | $2,827-56.5% | $433+184.1% |