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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 | $63,036 | $54,193+16.3% | $93,669-32.7% | $77,714-18.9% |
| Participation rate | 11.2% | 63.9%-52.7pp | 68.7%-57.5pp | 70.6%-59.4pp |
| Annual return | 14.66% | 30.54%-15.9pp | 133.59%-118.9pp | 31.26%-16.6pp |
| Employer contribution / active EE | $421 | $1,168-63.9% | $2,424-82.6% | $2,727-84.5% |
| Participant deferral / active EE | $907 | $3,144-71.1% | $4,416-79.5% | $4,649-80.5% |
| Admin fee / account holder | $3,246 | $576+463.9% | $8,291-60.9% | $433+649.1% |