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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 | $76,285 | $79,223-3.7% | $102,460-25.5% | $74,478+2.4% |
| Participation rate | 41.6% | 74.8%-33.1pp | 76.5%-34.9pp | 67.2%-25.6pp |
| Annual return | 17.58% | 54.98%-37.4pp | 29.47%-11.9pp | 1370.56%-1353.0pp |
| Employer contribution / active EE | $949 | $2,363-59.8% | $3,025-68.6% | $2,626-63.9% |
| Participant deferral / active EE | $2,116 | $4,417-52.1% | $5,056-58.1% | $4,350-51.4% |
| Admin fee / account holder | $4,248 | $2,003+112.1% | $9,460-55.1% | $1,946+118.3% |