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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 | $37,051 | $58,234-36.4% | $81,783-54.7% | $80,874-54.2% |
| Participation rate | 11.1% | 63.4%-52.3pp | 72.4%-61.2pp | 67.6%-56.5pp |
| Annual return | 15.18% | 41.70%-26.5pp | 775.05%-759.9pp | 35.62%-20.4pp |
| Employer contribution / active EE | $350 | $2,341-85.0% | $2,913-88.0% | $2,756-87.3% |
| Participant deferral / active EE | $123 | $3,283-96.3% | $4,320-97.2% | $4,297-97.1% |
| Admin fee / account holder | $6,736 | $4,982+35.2% | $7,380-8.7% | $6,935-2.9% |