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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 | $55,136 | $77,569-28.9% | $115,599-52.3% | $64,097-14.0% |
| Participation rate | 18.5% | 60.7%-42.2pp | 74.3%-55.8pp | 55.2%-36.7pp |
| Annual return | 14.23% | 18.52%-4.3pp | 111.10%-96.9pp | 34.64%-20.4pp |
| Employer contribution / active EE | $738 | $1,915-61.4% | $2,955-75.0% | $1,891-61.0% |
| Participant deferral / active EE | $1,416 | $3,327-57.4% | $4,889-71.0% | $3,080-54.0% |
| Admin fee / account holder | $4,654 | $4,470+4.1% | $12,841-63.8% | $3,454+34.7% |