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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 | $45,958 | $91,537-49.8% | $130,045-64.7% | $75,173-38.9% |
| Participation rate | 32.7% | 71.5%-38.7pp | 78.5%-45.8pp | 67.2%-34.5pp |
| Annual return | 16.90% | -631.55%+648.4pp | -137.30%+154.2pp | 160.72%-143.8pp |
| Employer contribution / active EE | $1,212 | $2,845-57.4% | $4,321-71.9% | $2,671-54.6% |
| Participant deferral / active EE | $1,450 | $4,343-66.6% | $5,820-75.1% | $4,126-64.8% |
| Admin fee / account holder | $471 | $6,780-93.1% | $10,600-95.6% | $5,651-91.7% |