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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 | $51,642 | $99,957-48.3% | $149,745-65.5% | $73,497-29.7% |
| Participation rate | 18.4% | 75.7%-57.3pp | 82.5%-64.1pp | 70.7%-52.3pp |
| Annual return | 25.58% | 53.87%-28.3pp | 276.72%-251.1pp | 28.51%-2.9pp |
| Employer contribution / active EE | $762 | $3,191-76.1% | $4,646-83.6% | $2,270-66.4% |
| Participant deferral / active EE | $2,614 | $6,073-57.0% | $6,843-61.8% | $3,740-30.1% |
| Admin fee / account holder | $2,785 | $551+405.7% | $9,312-70.1% | $513+442.8% |