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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 | $58,941 | $78,690-25.1% | $161,489-63.5% | $87,485-32.6% |
| Participation rate | 53.3% | 67.5%-14.1pp | 78.7%-25.4pp | 68.9%-15.6pp |
| Annual return | 14.31% | 32.74%-18.4pp | 89.72%-75.4pp | 26.06%-11.8pp |
| Employer contribution / active EE | $540 | $2,588-79.1% | $4,268-87.4% | $2,596-79.2% |
| Participant deferral / active EE | $886 | $3,311-73.2% | $5,630-84.3% | $4,274-79.3% |
| Admin fee / account holder | $1,393 | $6,724-79.3% | $16,006-91.3% | $7,775-82.1% |