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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 | $53,947 | $50,902+6.0% | $155,534-65.3% | $77,736-30.6% |
| Participation rate | 17.4% | 63.1%-45.7pp | 78.2%-60.8pp | 70.6%-53.2pp |
| Annual return | 12.51% | 34.85%-22.3pp | 64.92%-52.4pp | 31.26%-18.7pp |
| Employer contribution / active EE | $468 | $1,991-76.5% | $4,675-90.0% | $2,728-82.8% |
| Participant deferral / active EE | $580 | $2,824-79.5% | $5,630-89.7% | $4,651-87.5% |
| Admin fee / account holder | $8,299 | $437+1799.1% | $15,900-47.8% | $433+1815.2% |