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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 | $56,729 | $44,746+26.8% | $88,179-35.7% | $64,097-11.5% |
| Participation rate | 10.0% | 39.8%-29.8pp | 69.1%-59.1pp | 55.2%-45.2pp |
| Annual return | 16.98% | 24.70%-7.7pp | 64.97%-48.0pp | 34.64%-17.7pp |
| Employer contribution / active EE | $259 | $1,078-76.0% | $2,549-89.9% | $1,891-86.3% |
| Participant deferral / active EE | $423 | $2,072-79.6% | $4,614-90.8% | $3,080-86.3% |
| Admin fee / account holder | $1,124 | $3,437-67.3% | $7,673-85.4% | $3,454-67.5% |