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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 | $53,541 | $106,749-49.8% | $145,433-63.2% | $82,448-35.1% |
| Participation rate | 9.6% | 75.6%-66.1pp | 82.1%-72.5pp | 68.1%-58.5pp |
| Annual return | 57.39% | 27.59%+29.8pp | 66.58%-9.2pp | 41.64%+15.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $502 | $6,519-92.3% | $7,897-93.6% | $4,139-87.9% |
| Admin fee / account holder | $8,336 | $8,390-0.6% | $13,129-36.5% | $7,234+15.2% |