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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 | $58,619 | $79,184-26.0% | $102,438-42.8% | $74,546-21.4% |
| Participation rate | 53.4% | 74.8%-21.4pp | 76.5%-23.1pp | 67.2%-13.8pp |
| Annual return | 22.45% | 54.95%-32.5pp | 29.37%-6.9pp | 1366.03%-1343.6pp |
| Employer contribution / active EE | $1,083 | $2,362-54.2% | $3,024-64.2% | $2,624-58.7% |
| Participant deferral / active EE | $2,030 | $4,414-54.0% | $5,054-59.8% | $4,347-53.3% |
| Admin fee / account holder | $22,768 | $2,001+1037.7% | $9,448+141.0% | $1,944+1071.5% |