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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 | $51,560 | $85,766-39.9% | $136,298-62.2% | $70,126-26.5% |
| Participation rate | 52.0% | 74.2%-22.2pp | 81.9%-29.9pp | 69.5%-17.5pp |
| Annual return | 20.07% | 31.46%-11.4pp | 5156.27%-5136.2pp | 73.15%-53.1pp |
| Employer contribution / active EE | $1,129 | $2,966-61.9% | $4,696-76.0% | $2,343-51.8% |
| Participant deferral / active EE | $1,492 | $5,051-70.5% | $6,247-76.1% | $3,332-55.2% |
| Admin fee / account holder | $500 | $5,421-90.8% | $9,244-94.6% | $4,645-89.2% |