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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 | $45,041 | $82,674-45.5% | $125,381-64.1% | $68,486-34.2% |
| Participation rate | 58.3% | 75.1%-16.7pp | 82.4%-24.0pp | 67.9%-9.6pp |
| Annual return | 39.74% | -5.97%+45.7pp | 572.31%-532.6pp | -7.85%+47.6pp |
| Employer contribution / active EE | $1,017 | $3,382-69.9% | $4,815-78.9% | $2,597-60.8% |
| Participant deferral / active EE | $2,282 | $6,111-62.7% | $7,448-69.4% | $4,028-43.3% |
| Admin fee / account holder | $1,631 | $6,277-74.0% | $10,007-83.7% | $5,404-69.8% |