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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 | $102,393-64.0% | $147,041-74.9% | $80,911-54.4% |
| Participation rate | 30.6% | 75.9%-45.2pp | 82.2%-51.6pp | 67.6%-37.0pp |
| Annual return | 17.05% | 134.95%-117.9pp | 419.21%-402.2pp | 35.63%-18.6pp |
| Employer contribution / active EE | $4,116 | $3,715+10.8% | $4,935-16.6% | $2,756+49.3% |
| Participant deferral / active EE | $180 | $6,647-97.3% | $8,071-97.8% | $4,297-95.8% |
| Admin fee / account holder | $4,565 | $7,943-42.5% | $13,006-64.9% | $6,935-34.2% |