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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 | $80,748-31.3% | $102,383-45.8% | $74,429-25.5% |
| Participation rate | 25.8% | 65.7%-39.9pp | 74.5%-48.7pp | 67.2%-41.4pp |
| Annual return | 15.67% | 27.57%-11.9pp | 24.94%-9.3pp | 1368.38%-1352.7pp |
| Employer contribution / active EE | $855 | $3,159-72.9% | $3,870-77.9% | $2,625-67.4% |
| Participant deferral / active EE | $1,641 | $3,861-57.5% | $5,060-67.6% | $4,348-62.3% |
| Admin fee / account holder | $12,147 | $2,371+412.4% | $8,391+44.8% | $1,944+524.7% |