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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 | $47,161 | $54,213-13.0% | $93,696-49.7% | $77,736-39.3% |
| Participation rate | 16.1% | 64.0%-47.8pp | 68.7%-52.6pp | 70.6%-54.5pp |
| Annual return | 14.73% | 30.55%-15.8pp | 133.74%-119.0pp | 31.26%-16.5pp |
| Employer contribution / active EE | $376 | $1,168-67.8% | $2,422-84.5% | $2,728-86.2% |
| Participant deferral / active EE | $509 | $3,145-83.8% | $4,417-88.5% | $4,651-89.1% |
| Admin fee / account holder | $1,247 | $575+116.9% | $8,287-85.0% | $433+187.7% |