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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 | $55,604 | $79,045-29.7% | $100,378-44.6% | $74,429-25.3% |
| Participation rate | 50.5% | 79.4%-29.0pp | 81.5%-31.0pp | 67.2%-16.7pp |
| Annual return | 15.32% | 20.61%-5.3pp | 49.41%-34.1pp | 1368.38%-1353.1pp |
| Employer contribution / active EE | $889 | $3,015-70.5% | $3,942-77.4% | $2,625-66.1% |
| Participant deferral / active EE | $3,365 | $7,751-56.6% | $8,087-58.4% | $4,348-22.6% |
| Admin fee / account holder | $5,535 | $1,335+314.7% | $7,899-29.9% | $1,944+184.7% |