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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 | $51,660 | $102,393-49.5% | $147,041-64.9% | $80,911-36.2% |
| Participation rate | 53.7% | 75.9%-22.2pp | 82.2%-28.5pp | 67.6%-14.0pp |
| Annual return | 11.98% | 134.95%-123.0pp | 419.21%-407.2pp | 35.63%-23.6pp |
| Employer contribution / active EE | $1,219 | $3,715-67.2% | $4,935-75.3% | $2,756-55.8% |
| Participant deferral / active EE | $2,345 | $6,647-64.7% | $8,071-70.9% | $4,297-45.4% |
| Admin fee / account holder | $301 | $7,943-96.2% | $13,006-97.7% | $6,935-95.7% |