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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 | $49,620 | $79,209-37.4% | $102,434-51.6% | $74,459-33.4% |
| Participation rate | 51.7% | 74.8%-23.1pp | 76.5%-24.9pp | 67.2%-15.6pp |
| Annual return | 18.28% | 54.98%-36.7pp | 29.46%-11.2pp | 1369.70%-1351.4pp |
| Employer contribution / active EE | $1,102 | $2,362-53.3% | $3,023-63.5% | $2,626-58.0% |
| Participant deferral / active EE | $1,975 | $4,417-55.3% | $5,055-60.9% | $4,350-54.6% |
| Admin fee / account holder | $18,406 | $2,002+819.4% | $9,462+94.5% | $1,945+846.4% |