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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 | $43,464 | $79,169-45.1% | $100,415-56.7% | $74,478-41.6% |
| Participation rate | 48.0% | 79.4%-31.4pp | 81.5%-33.5pp | 67.2%-19.2pp |
| Annual return | 21.11% | 20.51%+0.6pp | 49.47%-28.4pp | 1370.56%-1349.5pp |
| Employer contribution / active EE | $857 | $3,017-71.6% | $3,943-78.3% | $2,626-67.4% |
| Participant deferral / active EE | $1,988 | $7,751-74.4% | $8,091-75.4% | $4,350-54.3% |
| Admin fee / account holder | $9,144 | $1,337+583.7% | $7,906+15.7% | $1,946+369.9% |