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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 | $83,184 | $101,591-18.1% | $147,096-43.4% | $74,429+11.8% |
| Participation rate | 29.4% | 75.5%-46.1pp | 82.2%-52.8pp | 67.2%-37.8pp |
| Annual return | 24.34% | 8746.45%-8722.1pp | 419.75%-395.4pp | 1368.38%-1344.0pp |
| Employer contribution / active EE | $1,133 | $3,813-70.3% | $4,936-77.0% | $2,625-56.8% |
| Participant deferral / active EE | $2,283 | $7,302-68.7% | $8,071-71.7% | $4,348-47.5% |
| Admin fee / account holder | $3,698 | $1,750+111.3% | $13,005-71.6% | $1,944+90.2% |