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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 | $73,854 | $98,766-25.2% | $149,730-50.7% | $79,852-7.5% |
| Participation rate | 19.0% | 75.8%-56.7pp | 82.5%-63.4pp | 69.6%-50.6pp |
| Annual return | 16.05% | 27.43%-11.4pp | 276.70%-260.6pp | 31.72%-15.7pp |
| Employer contribution / active EE | $1,138 | $3,217-64.6% | $4,645-75.5% | $2,471-53.9% |
| Participant deferral / active EE | $2,011 | $5,681-64.6% | $6,843-70.6% | $3,740-46.2% |
| Admin fee / account holder | $9,578 | $6,052+58.3% | $9,310+2.9% | $5,306+80.5% |