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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 | $57,194 | $70,684-19.1% | $169,397-66.2% | $75,177-23.9% |
| Participation rate | 35.3% | 64.8%-29.5pp | 77.2%-41.9pp | 67.2%-31.9pp |
| Annual return | 15.60% | 36.38%-20.8pp | 406.23%-390.6pp | 160.75%-145.2pp |
| Employer contribution / active EE | $457 | $2,211-79.3% | $4,013-88.6% | $2,671-82.9% |
| Participant deferral / active EE | $1,352 | $4,310-68.6% | $6,223-78.3% | $4,126-67.2% |
| Admin fee / account holder | $15,495 | $5,404+186.7% | $9,017+71.8% | $5,651+174.2% |