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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 | $49,579 | $99,875-50.4% | $146,866-66.2% | $86,983-43.0% |
| Participation rate | 19.2% | 75.8%-56.6pp | 82.5%-63.3pp | 69.5%-50.3pp |
| Annual return | 16.72% | 28.10%-11.4pp | 102.85%-86.1pp | 25.83%-9.1pp |
| Employer contribution / active EE | $438 | $3,224-86.4% | $4,425-90.1% | $2,584-83.1% |
| Participant deferral / active EE | $1,201 | $6,322-81.0% | $7,759-84.5% | $4,194-71.4% |
| Admin fee / account holder | $1,545 | $7,838-80.3% | $13,620-88.7% | $7,856-80.3% |