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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 | $102,382-23.2% | $147,005-46.5% | $80,874-2.7% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.2%-32.2pp | 67.6%-17.6pp |
| Annual return | 13.16% | 134.89%-121.7pp | 418.76%-405.6pp | 35.62%-22.5pp |
| Employer contribution / active EE | $1,281 | $3,715-65.5% | $4,934-74.0% | $2,756-53.5% |
| Participant deferral / active EE | $2,292 | $6,646-65.5% | $8,070-71.6% | $4,297-46.6% |
| Admin fee / account holder | $4,587 | $7,942-42.2% | $13,006-64.7% | $6,935-33.9% |