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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 | $102,385-49.5% | $147,080-64.9% | $80,935-36.2% |
| Participation rate | 53.7% | 75.9%-22.2pp | 82.2%-28.5pp | 67.7%-14.0pp |
| Annual return | 11.98% | 135.09%-123.1pp | 420.17%-408.2pp | 35.66%-23.7pp |
| Employer contribution / active EE | $1,219 | $3,717-67.2% | $4,933-75.3% | $2,757-55.8% |
| Participant deferral / active EE | $2,345 | $6,651-64.7% | $8,066-70.9% | $4,299-45.5% |
| Admin fee / account holder | $301 | $7,951-96.2% | $12,989-97.7% | $6,924-95.6% |