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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 | $92,892 | $104,251-10.9% | $91,004+2.1% | $147,586-37.1% |
| Participation rate | 43.8% | 78.2%-34.5pp | 75.6%-31.9pp | 82.8%-39.1pp |
| Annual return | 13.32% | 27.06%-13.7pp | 4.60%+8.7pp | 578.59%-565.3pp |
| Employer contribution / active EE | $497 | $3,116-84.1% | $2,456-79.8% | $4,876-89.8% |
| Participant deferral / active EE | $1,073 | $4,195-74.4% | $3,548-69.8% | $5,439-80.3% |
| Admin fee / account holder | $37,426 | $8,948+318.3% | $5,417+590.8% | $10,886+243.8% |