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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 | $48,084 | $102,385-53.0% | $147,080-67.3% | $80,935-40.6% |
| Participation rate | 38.5% | 75.9%-37.4pp | 82.2%-43.7pp | 67.7%-29.2pp |
| Annual return | 13.20% | 135.09%-121.9pp | 420.17%-407.0pp | 35.66%-22.5pp |
| Employer contribution / active EE | $1,119 | $3,717-69.9% | $4,933-77.3% | $2,757-59.4% |
| Participant deferral / active EE | $2,402 | $6,651-63.9% | $8,066-70.2% | $4,299-44.1% |
| Admin fee / account holder | $1,281 | $7,951-83.9% | $12,989-90.1% | $6,924-81.5% |