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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 | $101,499-46.4% | $147,005-63.0% | $74,546-27.0% |
| Participation rate | 40.2% | 75.5%-35.4pp | 82.2%-42.0pp | 67.2%-27.0pp |
| Annual return | 17.01% | 8732.34%-8715.3pp | 418.76%-401.8pp | 1366.03%-1349.0pp |
| Employer contribution / active EE | $1,176 | $3,811-69.1% | $4,934-76.2% | $2,624-55.2% |
| Participant deferral / active EE | $2,436 | $7,304-66.7% | $8,070-69.8% | $4,347-44.0% |
| Admin fee / account holder | $2,935 | $1,748+67.9% | $13,006-77.4% | $1,944+51.0% |