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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 | $54,460 | $48,053+13.3% | $84,637-35.7% | $72,976-25.4% |
| Participation rate | 22.5% | 57.6%-35.0pp | 68.2%-45.7pp | 69.5%-47.0pp |
| Annual return | 21.26% | 37.39%-16.1pp | 258.82%-237.6pp | 81.02%-59.8pp |
| Employer contribution / active EE | $490 | $1,602-69.4% | $2,653-81.5% | $2,440-79.9% |
| Participant deferral / active EE | $771 | $2,681-71.2% | $3,900-80.2% | $3,608-78.6% |
| Admin fee / account holder | $1,771 | $3,395-47.9% | $4,914-64.0% | $5,124-65.4% |