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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 | $55,044 | $101,672-45.9% | $147,117-62.6% | $74,478-26.1% |
| Participation rate | 54.0% | 75.5%-21.5pp | 82.2%-28.2pp | 67.2%-13.2pp |
| Annual return | 15.36% | 8757.83%-8742.5pp | 420.54%-405.2pp | 1370.56%-1355.2pp |
| Employer contribution / active EE | $1,741 | $3,813-54.3% | $4,932-64.7% | $2,626-33.7% |
| Participant deferral / active EE | $3,005 | $7,305-58.9% | $8,065-62.7% | $4,350-30.9% |
| Admin fee / account holder | $5,468 | $1,753+211.9% | $12,993-57.9% | $1,946+181.0% |