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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 | $55,482 | $80,781-31.3% | $102,437-45.8% | $74,478-25.5% |
| Participation rate | 25.8% | 65.7%-39.9pp | 74.5%-48.7pp | 67.2%-41.4pp |
| Annual return | 15.67% | 27.58%-11.9pp | 24.95%-9.3pp | 1370.56%-1354.9pp |
| Employer contribution / active EE | $855 | $3,160-72.9% | $3,871-77.9% | $2,626-67.4% |
| Participant deferral / active EE | $1,641 | $3,862-57.5% | $5,060-67.6% | $4,350-62.3% |
| Admin fee / account holder | $12,147 | $2,372+412.1% | $8,388+44.8% | $1,946+524.3% |