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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 | $50,218 | $101,653-50.6% | $147,080-65.9% | $74,459-32.6% |
| Participation rate | 55.0% | 75.6%-20.6pp | 82.2%-27.2pp | 67.2%-12.3pp |
| Annual return | 14.20% | 8754.98%-8740.8pp | 420.17%-406.0pp | 1369.70%-1355.5pp |
| Employer contribution / active EE | $1,053 | $3,813-72.4% | $4,933-78.7% | $2,626-59.9% |
| Participant deferral / active EE | $2,212 | $7,304-69.7% | $8,066-72.6% | $4,350-49.1% |
| Admin fee / account holder | $1,949 | $1,752+11.3% | $12,989-85.0% | $1,945+0.2% |