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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 | $53,613 | $94,529-43.3% | $140,019-61.7% | $64,173-16.5% |
| Participation rate | 61.9% | 84.1%-22.2pp | 87.5%-25.6pp | 69.6%-7.7pp |
| Annual return | -4.65% | 7.77%-12.4pp | 651.17%-655.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,231 | $3,812-67.7% | $5,605-78.0% | $2,381-48.3% |
| Participant deferral / active EE | $2,239 | $5,250-57.4% | $6,927-67.7% | $3,470-35.5% |
| Admin fee / account holder | $1,518 | $6,741-77.5% | $10,705-85.8% | $4,887-68.9% |