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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 | $58,172 | $69,511-16.3% | $94,672-38.6% | $71,529-18.7% |
| Participation rate | 30.6% | 78.4%-47.8pp | 80.8%-50.2pp | 67.9%-37.3pp |
| Annual return | 20.33% | 29.67%-9.3pp | 156.89%-136.6pp | 28.97%-8.6pp |
| Employer contribution / active EE | $1,095 | $2,853-61.6% | $3,673-70.2% | $2,590-57.7% |
| Participant deferral / active EE | $1,936 | $7,348-73.6% | $7,417-73.9% | $4,291-54.9% |
| Admin fee / account holder | $4,506 | $1,211+272.1% | $7,222-37.6% | $1,588+183.6% |