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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 | $54,213+16.3% | $93,696-32.7% | $77,736-18.9% |
| Participation rate | 11.2% | 64.0%-52.7pp | 68.7%-57.5pp | 70.6%-59.4pp |
| Annual return | 14.66% | 30.55%-15.9pp | 133.74%-119.1pp | 31.26%-16.6pp |
| Employer contribution / active EE | $421 | $1,168-63.9% | $2,422-82.6% | $2,728-84.5% |
| Participant deferral / active EE | $907 | $3,145-71.2% | $4,417-79.5% | $4,651-80.5% |
| Admin fee / account holder | $3,246 | $575+464.6% | $8,287-60.8% | $433+649.0% |