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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 | $53,222 | $98,766-46.1% | $149,730-64.5% | $79,852-33.3% |
| Participation rate | 41.6% | 75.8%-34.2pp | 82.5%-40.9pp | 69.6%-28.1pp |
| Annual return | 22.21% | 27.43%-5.2pp | 276.70%-254.5pp | 31.72%-9.5pp |
| Employer contribution / active EE | $1,438 | $3,217-55.3% | $4,645-69.1% | $2,471-41.8% |
| Participant deferral / active EE | $1,960 | $5,681-65.5% | $6,843-71.4% | $3,740-47.6% |
| Admin fee / account holder | $3,874 | $6,052-36.0% | $9,310-58.4% | $5,306-27.0% |