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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 | $43,704 | $102,382-57.3% | $147,005-70.3% | $80,874-46.0% |
| Participation rate | 55.0% | 75.8%-20.8pp | 82.2%-27.2pp | 67.6%-12.6pp |
| Annual return | 17.30% | 134.89%-117.6pp | 418.76%-401.5pp | 35.62%-18.3pp |
| Employer contribution / active EE | $1,286 | $3,715-65.4% | $4,934-73.9% | $2,756-53.3% |
| Participant deferral / active EE | $2,594 | $6,646-61.0% | $8,070-67.9% | $4,297-39.6% |
| Admin fee / account holder | $710 | $7,942-91.1% | $13,006-94.5% | $6,935-89.8% |