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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 | $45,019 | $99,652-54.8% | $78,778-42.9% | $147,586-69.5% |
| Participation rate | 16.7% | 76.2%-59.6pp | 69.2%-52.5pp | 82.8%-66.2pp |
| Annual return | 9.44% | 47.28%-37.8pp | 35.62%-26.2pp | 578.59%-569.2pp |
| Employer contribution / active EE | $493 | $2,796-82.4% | $1,986-75.2% | $4,876-89.9% |
| Participant deferral / active EE | $686 | $3,664-81.3% | $2,958-76.8% | $5,439-87.4% |
| Admin fee / account holder | $15,004 | $7,155+109.7% | $5,134+192.3% | $10,886+37.8% |