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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 | $73,944 | $138,312-46.5% | $122,979-39.9% | $155,188-52.4% |
| Participation rate | 50.0% | 80.2%-30.2pp | 77.2%-27.2pp | 80.8%-30.8pp |
| Annual return | 23.82% | 22.06%+1.8pp | 20.12%+3.7pp | 148.84%-125.0pp |
| Employer contribution / active EE | $1,180 | $3,530-66.6% | $3,062-61.5% | $4,248-72.2% |
| Participant deferral / active EE | $1,180 | $5,592-78.9% | $5,003-76.4% | $6,531-81.9% |
| Admin fee / account holder | $33,625 | $15,089+122.8% | $12,864+161.4% | $14,480+132.2% |