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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 | $50,080 | $99,875-49.9% | $146,866-65.9% | $86,983-42.4% |
| Participation rate | 30.4% | 75.8%-45.4pp | 82.5%-52.1pp | 69.5%-39.1pp |
| Annual return | 16.55% | 28.10%-11.5pp | 102.85%-86.3pp | 25.83%-9.3pp |
| Employer contribution / active EE | $491 | $3,224-84.8% | $4,425-88.9% | $2,584-81.0% |
| Participant deferral / active EE | $1,693 | $6,322-73.2% | $7,759-78.2% | $4,194-59.6% |
| Admin fee / account holder | $9,066 | $7,838+15.7% | $13,620-33.4% | $7,856+15.4% |