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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 | $53,942 | $101,672-46.9% | $147,117-63.3% | $74,478-27.6% |
| Participation rate | 57.1% | 75.5%-18.4pp | 82.2%-25.0pp | 67.2%-10.1pp |
| Annual return | 18.96% | 8757.83%-8738.9pp | 420.54%-401.6pp | 1370.56%-1351.6pp |
| Employer contribution / active EE | $1,508 | $3,813-60.5% | $4,932-69.4% | $2,626-42.6% |
| Participant deferral / active EE | $2,688 | $7,305-63.2% | $8,065-66.7% | $4,350-38.2% |
| Admin fee / account holder | $574 | $1,753-67.3% | $12,993-95.6% | $1,946-70.5% |