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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 | $50,901 | $79,223-35.7% | $102,460-50.3% | $74,478-31.7% |
| Participation rate | 56.5% | 74.8%-18.2pp | 76.5%-20.0pp | 67.2%-10.7pp |
| Annual return | 12.98% | 54.98%-42.0pp | 29.47%-16.5pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $976 | $2,363-58.7% | $3,025-67.7% | $2,626-62.8% |
| Participant deferral / active EE | $1,766 | $4,417-60.0% | $5,056-65.1% | $4,350-59.4% |
| Admin fee / account holder | $2,491 | $2,003+24.4% | $9,460-73.7% | $1,946+28.0% |