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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 | $77,996 | $127,790-39.0% | $106,555-26.8% | $167,536-53.4% |
| Participation rate | 58.8% | 78.3%-19.4pp | 76.1%-17.3pp | 82.1%-23.3pp |
| Annual return | 15.38% | 33.88%-18.5pp | 26.80%-11.4pp | 478.82%-463.4pp |
| Employer contribution / active EE | $612 | $3,428-82.1% | $2,819-78.3% | $4,839-87.3% |
| Participant deferral / active EE | $1,257 | $5,088-75.3% | $4,399-71.4% | $6,342-80.2% |
| Admin fee / account holder | $18,340 | $11,229+63.3% | $7,408+147.6% | $12,315+48.9% |