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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 | $57,831 | $105,284-45.1% | $150,734-61.6% | $94,015-38.5% |
| Participation rate | 50.0% | 71.7%-21.7pp | 78.4%-28.4pp | 70.8%-20.8pp |
| Annual return | 22.03% | 15.67%+6.4pp | 600.81%-578.8pp | 17.84%+4.2pp |
| Employer contribution / active EE | $1,120 | $3,599-68.9% | $4,918-77.2% | $2,790-59.9% |
| Participant deferral / active EE | $1,853 | $4,274-56.6% | $5,610-67.0% | $4,249-56.4% |
| Admin fee / account holder | $2,383 | $9,839-75.8% | $14,905-84.0% | $8,951-73.4% |