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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 | $55,447 | $98,766-43.9% | $149,730-63.0% | $79,852-30.6% |
| Participation rate | 34.5% | 75.8%-41.3pp | 82.5%-48.0pp | 69.6%-35.2pp |
| Annual return | 15.78% | 27.43%-11.6pp | 276.70%-260.9pp | 31.72%-15.9pp |
| Employer contribution / active EE | $673 | $3,217-79.1% | $4,645-85.5% | $2,471-72.8% |
| Participant deferral / active EE | $1,041 | $5,681-81.7% | $6,843-84.8% | $3,740-72.2% |
| Admin fee / account holder | $308 | $6,052-94.9% | $9,310-96.7% | $5,306-94.2% |