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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 | $44,180 | $102,385-56.8% | $147,080-70.0% | $80,935-45.4% |
| Participation rate | 48.6% | 75.9%-27.2pp | 82.2%-33.5pp | 67.7%-19.0pp |
| Annual return | 34.57% | 135.09%-100.5pp | 420.17%-385.6pp | 35.66%-1.1pp |
| Employer contribution / active EE | $1,285 | $3,717-65.4% | $4,933-74.0% | $2,757-53.4% |
| Participant deferral / active EE | $2,407 | $6,651-63.8% | $8,066-70.2% | $4,299-44.0% |
| Admin fee / account holder | $2,091 | $7,951-73.7% | $12,989-83.9% | $6,924-69.8% |