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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 | $79,181-35.7% | $102,423-50.3% | $74,429-31.6% |
| Participation rate | 56.5% | 74.8%-18.3pp | 76.5%-20.0pp | 67.2%-10.7pp |
| Annual return | 12.98% | 54.97%-42.0pp | 29.42%-16.4pp | 1368.38%-1355.4pp |
| Employer contribution / active EE | $976 | $2,362-58.7% | $3,023-67.7% | $2,625-62.8% |
| Participant deferral / active EE | $1,766 | $4,416-60.0% | $5,054-65.1% | $4,348-59.4% |
| Admin fee / account holder | $2,491 | $2,002+24.5% | $9,455-73.6% | $1,944+28.1% |