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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 | $27,102 | $65,555-58.7% | $86,216-68.6% | $75,173-63.9% |
| Participation rate | 50.9% | 60.5%-9.6pp | 69.0%-18.1pp | 67.2%-16.3pp |
| Annual return | 17.26% | 46.07%-28.8pp | 1169.42%-1152.2pp | 160.72%-143.5pp |
| Employer contribution / active EE | $796 | $1,553-48.8% | $2,382-66.6% | $2,671-70.2% |
| Participant deferral / active EE | $929 | $3,023-69.3% | $3,986-76.7% | $4,126-77.5% |
| Admin fee / account holder | $4,569 | $5,469-16.5% | $6,853-33.3% | $5,651-19.1% |