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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 | $38,183 | $101,672-62.4% | $147,117-74.0% | $74,478-48.7% |
| Participation rate | 51.4% | 75.5%-24.2pp | 82.2%-30.8pp | 67.2%-15.8pp |
| Annual return | 16.56% | 8757.83%-8741.3pp | 420.54%-404.0pp | 1370.56%-1354.0pp |
| Employer contribution / active EE | $1,234 | $3,813-67.6% | $4,932-75.0% | $2,626-53.0% |
| Participant deferral / active EE | $1,977 | $7,305-72.9% | $8,065-75.5% | $4,350-54.6% |
| Admin fee / account holder | $2,778 | $1,753+58.5% | $12,993-78.6% | $1,946+42.8% |