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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 | $60,949 | $102,393-40.5% | $147,041-58.5% | $80,911-24.7% |
| Participation rate | 58.3% | 75.9%-17.5pp | 82.2%-23.8pp | 67.6%-9.3pp |
| Annual return | 12.98% | 134.95%-122.0pp | 419.21%-406.2pp | 35.63%-22.7pp |
| Employer contribution / active EE | $1,505 | $3,715-59.5% | $4,935-69.5% | $2,756-45.4% |
| Participant deferral / active EE | $2,269 | $6,647-65.9% | $8,071-71.9% | $4,297-47.2% |
| Admin fee / account holder | $5,340 | $7,943-32.8% | $13,006-58.9% | $6,935-23.0% |