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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 | $101,591-46.5% | $147,096-63.0% | $74,429-26.9% |
| Participation rate | 40.2% | 75.5%-35.4pp | 82.2%-42.0pp | 67.2%-27.1pp |
| Annual return | 17.01% | 8746.45%-8729.4pp | 419.75%-402.7pp | 1368.38%-1351.4pp |
| Employer contribution / active EE | $1,176 | $3,813-69.2% | $4,936-76.2% | $2,625-55.2% |
| Participant deferral / active EE | $2,436 | $7,302-66.6% | $8,071-69.8% | $4,348-44.0% |
| Admin fee / account holder | $2,935 | $1,750+67.7% | $13,005-77.4% | $1,944+51.0% |