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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 | $51,719 | $85,766-39.7% | $136,298-62.1% | $70,126-26.2% |
| Participation rate | 51.9% | 74.2%-22.3pp | 81.9%-30.1pp | 69.5%-17.7pp |
| Annual return | 34.01% | 31.46%+2.6pp | 5156.27%-5122.3pp | 73.15%-39.1pp |
| Employer contribution / active EE | $1,090 | $2,966-63.3% | $4,696-76.8% | $2,343-53.5% |
| Participant deferral / active EE | $2,080 | $5,051-58.8% | $6,247-66.7% | $3,332-37.6% |
| Admin fee / account holder | $1,079 | $5,421-80.1% | $9,244-88.3% | $4,645-76.8% |