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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 | $58,123 | $53,128+9.4% | $86,582-32.9% | $70,126-17.1% |
| Participation rate | 40.0% | 65.3%-25.3pp | 73.5%-33.5pp | 69.5%-29.5pp |
| Annual return | 15.76% | 27.66%-11.9pp | 965.08%-949.3pp | 73.15%-57.4pp |
| Employer contribution / active EE | $3,571 | $2,068+72.7% | $2,839+25.8% | $2,343+52.4% |
| Participant deferral / active EE | $110 | $2,695-95.9% | $3,609-96.9% | $3,332-96.7% |
| Admin fee / account holder | $1,845 | $3,584-48.5% | $4,904-62.4% | $4,645-60.3% |