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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 | $47,558 | $91,525-48.0% | $130,026-63.4% | $75,181-36.7% |
| Participation rate | 48.9% | 71.4%-22.6pp | 78.5%-29.6pp | 67.2%-18.3pp |
| Annual return | 17.61% | -631.40%+649.0pp | -137.26%+154.9pp | 160.69%-143.1pp |
| Employer contribution / active EE | $1,041 | $2,844-63.4% | $4,321-75.9% | $2,671-61.0% |
| Participant deferral / active EE | $1,480 | $4,342-65.9% | $5,821-74.6% | $4,126-64.1% |
| Admin fee / account holder | $2,578 | $6,778-62.0% | $10,608-75.7% | $5,650-54.4% |