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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 | $51,220 | $102,429-50.0% | $147,096-65.2% | $80,925-36.7% |
| Participation rate | 69.2% | 75.9%-6.6pp | 82.2%-12.9pp | 67.7%+1.6pp |
| Annual return | 19.52% | 135.02%-115.5pp | 419.75%-400.2pp | 35.65%-16.1pp |
| Employer contribution / active EE | $1,252 | $3,716-66.3% | $4,936-74.6% | $2,756-54.6% |
| Participant deferral / active EE | $2,268 | $6,649-65.9% | $8,071-71.9% | $4,299-47.2% |
| Admin fee / account holder | $777 | $7,957-90.2% | $13,005-94.0% | $6,940-88.8% |