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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 | $47,904 | $52,353-8.5% | $120,225-60.2% | $82,448-41.9% |
| Participation rate | 16.2% | 58.3%-42.1pp | 69.6%-53.4pp | 68.1%-51.9pp |
| Annual return | 16.53% | 61.85%-45.3pp | 439.23%-422.7pp | 41.64%-25.1pp |
| Employer contribution / active EE | $265 | $1,510-82.5% | $3,475-92.4% | $2,551-89.6% |
| Participant deferral / active EE | $600 | $2,627-77.2% | $3,999-85.0% | $4,139-85.5% |
| Admin fee / account holder | $6,167 | $4,363+41.4% | $5,696+8.3% | $7,234-14.7% |