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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 | $101,591-46.9% | $147,096-63.3% | $74,429-27.5% |
| Participation rate | 57.1% | 75.5%-18.4pp | 82.2%-25.0pp | 67.2%-10.1pp |
| Annual return | 18.96% | 8746.45%-8727.5pp | 419.75%-400.8pp | 1368.38%-1349.4pp |
| Employer contribution / active EE | $1,508 | $3,813-60.4% | $4,936-69.4% | $2,625-42.5% |
| Participant deferral / active EE | $2,688 | $7,302-63.2% | $8,071-66.7% | $4,348-38.2% |
| Admin fee / account holder | $574 | $1,750-67.2% | $13,005-95.6% | $1,944-70.5% |