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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 | $52,924 | $85,766-38.3% | $136,298-61.2% | $70,126-24.5% |
| Participation rate | 18.8% | 74.2%-55.4pp | 81.9%-63.2pp | 69.5%-50.8pp |
| Annual return | 18.71% | 31.46%-12.7pp | 5156.27%-5137.6pp | 73.15%-54.4pp |
| Employer contribution / active EE | $621 | $2,966-79.1% | $4,696-86.8% | $2,343-73.5% |
| Participant deferral / active EE | $1,762 | $5,051-65.1% | $6,247-71.8% | $3,332-47.1% |
| Admin fee / account holder | $10,063 | $5,421+85.6% | $9,244+8.9% | $4,645+116.6% |