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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 | $51,172 | $65,555-21.9% | $86,216-40.6% | $75,173-31.9% |
| Participation rate | 60.0% | 60.5%-0.5pp | 69.0%-9.0pp | 67.2%-7.2pp |
| Annual return | 12.72% | 46.07%-33.4pp | 1169.42%-1156.7pp | 160.72%-148.0pp |
| Employer contribution / active EE | $1,363 | $1,553-12.2% | $2,382-42.8% | $2,671-49.0% |
| Participant deferral / active EE | $1,138 | $3,023-62.4% | $3,986-71.5% | $4,126-72.4% |
| Admin fee / account holder | $447 | $5,469-91.8% | $6,853-93.5% | $5,651-92.1% |