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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 | $73,844 | $78,607-6.1% | $105,624-30.1% | $74,478-0.9% |
| Participation rate | 48.2% | 72.8%-24.6pp | 75.3%-27.1pp | 67.2%-19.0pp |
| Annual return | 20.87% | 15.96%+4.9pp | 116.20%-95.3pp | 1370.56%-1349.7pp |
| Employer contribution / active EE | $1,081 | $2,523-57.2% | $3,168-65.9% | $2,626-58.8% |
| Participant deferral / active EE | $1,895 | $4,325-56.2% | $5,013-62.2% | $4,350-56.4% |
| Admin fee / account holder | $5,684 | $2,220+156.1% | $10,961-48.1% | $1,946+192.1% |