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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 | $53,746 | $85,766-37.3% | $136,297-60.6% | $70,124-23.4% |
| Participation rate | 64.6% | 74.2%-9.5pp | 81.9%-17.3pp | 69.5%-4.9pp |
| Annual return | 19.21% | 31.45%-12.2pp | 5156.19%-5137.0pp | 73.14%-53.9pp |
| Employer contribution / active EE | $549 | $2,966-81.5% | $4,696-88.3% | $2,342-76.6% |
| Participant deferral / active EE | $2,039 | $5,051-59.6% | $6,247-67.4% | $3,332-38.8% |
| Admin fee / account holder | $1,070 | $5,420-80.3% | $9,244-88.4% | $4,645-77.0% |