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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 | $34,100 | $98,776-65.5% | $149,745-77.2% | $79,856-57.3% |
| Participation rate | 47.4% | 75.8%-28.4pp | 82.5%-35.1pp | 69.6%-22.3pp |
| Annual return | 13.21% | 27.38%-14.2pp | 276.72%-263.5pp | 31.71%-18.5pp |
| Employer contribution / active EE | $1,252 | $3,217-61.1% | $4,646-73.0% | $2,471-49.3% |
| Participant deferral / active EE | $2,311 | $5,681-59.3% | $6,843-66.2% | $3,741-38.2% |
| Admin fee / account holder | $17,698 | $6,053+192.4% | $9,312+90.1% | $5,306+233.5% |