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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 | $36,859 | $102,429-64.0% | $147,096-74.9% | $80,925-54.5% |
| Participation rate | 30.6% | 75.9%-45.2pp | 82.2%-51.6pp | 67.7%-37.0pp |
| Annual return | 17.05% | 135.02%-118.0pp | 419.75%-402.7pp | 35.65%-18.6pp |
| Employer contribution / active EE | $4,116 | $3,716+10.8% | $4,936-16.6% | $2,756+49.3% |
| Participant deferral / active EE | $180 | $6,649-97.3% | $8,071-97.8% | $4,299-95.8% |
| Admin fee / account holder | $4,565 | $7,957-42.6% | $13,005-64.9% | $6,940-34.2% |