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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 | $43,906 | $78,690-44.2% | $161,489-72.8% | $87,485-49.8% |
| Participation rate | 11.7% | 67.5%-55.8pp | 78.7%-67.0pp | 68.9%-57.2pp |
| Annual return | 13.84% | 32.74%-18.9pp | 89.72%-75.9pp | 26.06%-12.2pp |
| Employer contribution / active EE | $476 | $2,588-81.6% | $4,268-88.8% | $2,596-81.6% |
| Participant deferral / active EE | $481 | $3,311-85.5% | $5,630-91.5% | $4,274-88.7% |
| Admin fee / account holder | $1,260 | $6,724-81.3% | $16,006-92.1% | $7,775-83.8% |