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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 | $48,791 | $58,408-16.5% | $180,320-72.9% | $69,733-30.0% |
| Participation rate | 22.2% | 54.2%-32.0pp | 71.5%-49.3pp | 62.5%-40.2pp |
| Annual return | 11.72% | 15.02%-3.3pp | 778.54%-766.8pp | 15.22%-3.5pp |
| Employer contribution / active EE | $564 | $1,159-51.3% | $4,108-86.3% | $2,250-74.9% |
| Participant deferral / active EE | $490 | $2,723-82.0% | $4,304-88.6% | $3,054-83.9% |
| Admin fee / account holder | $56,301 | $4,205+1238.9% | $10,000+463.0% | $3,102+1715.0% |