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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 | $53,053 | $884,045-94.0% | $453,569-88.3% | $167,518-68.3% |
| Participation rate | 60.0% | 81.6%-21.6pp | 78.0%-18.0pp | 82.1%-22.1pp |
| Annual return | 13.57% | 29.49%-15.9pp | 64.43%-50.9pp | 478.71%-465.1pp |
| Employer contribution / active EE | $1,747 | $5,538-68.4% | $4,072-57.1% | $4,838-63.9% |
| Participant deferral / active EE | $2,146 | $7,898-72.8% | $6,211-65.4% | $6,342-66.2% |
| Admin fee / account holder | $6,319 | $22,063-71.4% | $11,214-43.6% | $12,312-48.7% |