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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 | $32,188 | $52,353-38.5% | $120,225-73.2% | $82,448-61.0% |
| Participation rate | 20.8% | 58.3%-37.5pp | 69.6%-48.8pp | 68.1%-47.3pp |
| Annual return | 13.95% | 61.85%-47.9pp | 439.23%-425.3pp | 41.64%-27.7pp |
| Employer contribution / active EE | $432 | $1,510-71.4% | $3,475-87.6% | $2,551-83.1% |
| Participant deferral / active EE | $550 | $2,627-79.1% | $3,999-86.3% | $4,139-86.7% |
| Admin fee / account holder | $9,667 | $4,363+121.6% | $5,696+69.7% | $7,234+33.6% |