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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 | $59,542 | $102,382-41.8% | $147,005-59.5% | $80,874-26.4% |
| Participation rate | 47.8% | 75.8%-28.1pp | 82.2%-34.4pp | 67.6%-19.9pp |
| Annual return | 14.02% | 134.89%-120.9pp | 418.76%-404.7pp | 35.62%-21.6pp |
| Employer contribution / active EE | $1,851 | $3,715-50.2% | $4,934-62.5% | $2,756-32.8% |
| Participant deferral / active EE | $2,279 | $6,646-65.7% | $8,070-71.8% | $4,297-47.0% |
| Admin fee / account holder | $4,462 | $7,942-43.8% | $13,006-65.7% | $6,935-35.7% |