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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 | $36,099 | $102,429-64.8% | $147,096-75.5% | $80,925-55.4% |
| Participation rate | 25.9% | 75.9%-50.0pp | 82.2%-56.3pp | 67.7%-41.8pp |
| Annual return | 13.66% | 135.02%-121.4pp | 419.75%-406.1pp | 35.65%-22.0pp |
| Employer contribution / active EE | $1,276 | $3,716-65.6% | $4,936-74.1% | $2,756-53.7% |
| Participant deferral / active EE | $2,324 | $6,649-65.1% | $8,071-71.2% | $4,299-45.9% |
| Admin fee / account holder | $18,661 | $7,957+134.5% | $13,005+43.5% | $6,940+168.9% |