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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 | $52,389 | $94,529-44.6% | $140,019-62.6% | $64,173-18.4% |
| Participation rate | 63.8% | 84.1%-20.3pp | 87.5%-23.7pp | 69.6%-5.8pp |
| Annual return | -4.50% | 7.77%-12.3pp | 651.17%-655.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,459 | $3,812-61.7% | $5,605-74.0% | $2,381-38.7% |
| Participant deferral / active EE | $2,114 | $5,250-59.7% | $6,927-69.5% | $3,470-39.1% |
| Admin fee / account holder | $951 | $6,741-85.9% | $10,705-91.1% | $4,887-80.6% |