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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 | $70,797 | $102,422-30.9% | $147,117-51.9% | $80,959-12.6% |
| Participation rate | 55.6% | 75.9%-20.3pp | 82.2%-26.6pp | 67.7%-12.1pp |
| Annual return | 15.87% | 135.16%-119.3pp | 420.54%-404.7pp | 35.67%-19.8pp |
| Employer contribution / active EE | $1,089 | $3,717-70.7% | $4,932-77.9% | $2,757-60.5% |
| Participant deferral / active EE | $2,127 | $6,652-68.0% | $8,065-73.6% | $4,300-50.5% |
| Admin fee / account holder | $4,664 | $7,953-41.4% | $12,993-64.1% | $6,925-32.6% |