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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 | $54,390 | $101,672-46.5% | $147,117-63.0% | $74,478-27.0% |
| Participation rate | 40.2% | 75.5%-35.4pp | 82.2%-42.0pp | 67.2%-27.1pp |
| Annual return | 17.01% | 8757.83%-8740.8pp | 420.54%-403.5pp | 1370.56%-1353.6pp |
| Employer contribution / active EE | $1,176 | $3,813-69.2% | $4,932-76.2% | $2,626-55.2% |
| Participant deferral / active EE | $2,436 | $7,305-66.7% | $8,065-69.8% | $4,350-44.0% |
| Admin fee / account holder | $2,935 | $1,753+67.4% | $12,993-77.4% | $1,946+50.8% |