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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 | $45,910 | $57,350-19.9% | $83,850-45.2% | $64,181-28.5% |
| Participation rate | 51.9% | 68.6%-16.8pp | 76.1%-24.3pp | 69.6%-17.7pp |
| Annual return | -8.16% | 11.38%-19.5pp | 850.92%-859.1pp | 7.63%-15.8pp |
| Employer contribution / active EE | $838 | $2,545-67.1% | $3,631-76.9% | $2,381-64.8% |
| Participant deferral / active EE | $686 | $2,993-77.1% | $4,082-83.2% | $3,470-80.2% |
| Admin fee / account holder | $788 | $4,046-80.5% | $5,478-85.6% | $4,887-83.9% |