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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 | $57,049 | $93,345-38.9% | $119,126-52.1% | $87,485-34.8% |
| Participation rate | 41.7% | 68.7%-27.1pp | 75.8%-34.1pp | 68.9%-27.3pp |
| Annual return | 14.00% | 19.08%-5.1pp | 282.11%-268.1pp | 26.06%-12.1pp |
| Employer contribution / active EE | $15,260 | $3,172+381.1% | $4,034+278.3% | $2,596+487.8% |
| Participant deferral / active EE | $329 | $4,099-92.0% | $5,318-93.8% | $4,274-92.3% |
| Admin fee / account holder | $13,297 | $8,039+65.4% | $10,693+24.4% | $7,775+71.0% |