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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 | $57,832 | $78,015-25.9% | $178,505-67.6% | $80,959-28.6% |
| Participation rate | 20.0% | 65.7%-45.7pp | 77.1%-57.1pp | 67.7%-47.7pp |
| Annual return | 546.57% | 18.10%+528.5pp | 27.16%+519.4pp | 35.67%+510.9pp |
| Employer contribution / active EE | $666 | $2,281-70.8% | $3,955-83.2% | $2,757-75.8% |
| Participant deferral / active EE | $835 | $4,406-81.1% | $6,280-86.7% | $4,300-80.6% |
| Admin fee / account holder | $2,300 | $7,160-67.9% | $10,428-77.9% | $6,925-66.8% |