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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 | $58,033 | $65,961-12.0% | $180,320-67.8% | $94,015-38.3% |
| Participation rate | 18.8% | 61.3%-42.5pp | 71.5%-52.8pp | 70.8%-52.1pp |
| Annual return | 11.12% | 14.27%-3.2pp | 778.54%-767.4pp | 17.84%-6.7pp |
| Employer contribution / active EE | $608 | $1,737-65.0% | $4,108-85.2% | $2,790-78.2% |
| Participant deferral / active EE | $1,131 | $3,003-62.3% | $4,304-73.7% | $4,249-73.4% |
| Admin fee / account holder | $2,881 | $4,901-41.2% | $10,000-71.2% | $8,951-67.8% |