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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 | $53,024 | $99,875-46.9% | $146,866-63.9% | $86,983-39.0% |
| Participation rate | 15.3% | 75.8%-60.5pp | 82.5%-67.2pp | 69.5%-54.2pp |
| Annual return | 16.15% | 28.10%-11.9pp | 102.85%-86.7pp | 25.83%-9.7pp |
| Employer contribution / active EE | $476 | $3,224-85.2% | $4,425-89.2% | $2,584-81.6% |
| Participant deferral / active EE | $1,263 | $6,322-80.0% | $7,759-83.7% | $4,194-69.9% |
| Admin fee / account holder | $312 | $7,838-96.0% | $13,620-97.7% | $7,856-96.0% |