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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 | $78,671 | $102,429-23.2% | $147,096-46.5% | $80,925-2.8% |
| Participation rate | 50.0% | 75.9%-25.9pp | 82.2%-32.2pp | 67.7%-17.7pp |
| Annual return | 13.16% | 135.02%-121.9pp | 419.75%-406.6pp | 35.65%-22.5pp |
| Employer contribution / active EE | $1,281 | $3,716-65.5% | $4,936-74.0% | $2,756-53.5% |
| Participant deferral / active EE | $2,292 | $6,649-65.5% | $8,071-71.6% | $4,299-46.7% |
| Admin fee / account holder | $4,587 | $7,957-42.3% | $13,005-64.7% | $6,940-33.9% |