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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 | $52,410 | $99,875-47.5% | $146,866-64.3% | $86,983-39.7% |
| Participation rate | 50.6% | 75.8%-25.2pp | 82.5%-31.9pp | 69.5%-18.9pp |
| Annual return | 14.10% | 28.10%-14.0pp | 102.85%-88.8pp | 25.83%-11.7pp |
| Employer contribution / active EE | $325 | $3,224-89.9% | $4,425-92.7% | $2,584-87.4% |
| Participant deferral / active EE | $1,286 | $6,322-79.7% | $7,759-83.4% | $4,194-69.3% |
| Admin fee / account holder | $5,597 | $7,838-28.6% | $13,620-58.9% | $7,856-28.8% |