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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 | $72,904 | $167,415-56.5% | $140,514-48.1% | $198,609-63.3% |
| Participation rate | 46.7% | 80.9%-34.2pp | 77.8%-31.1pp | 82.4%-35.7pp |
| Annual return | 8.60% | 13.85%-5.3pp | 14.36%-5.8pp | 202.70%-194.1pp |
| Employer contribution / active EE | $1,339 | $4,088-67.2% | $3,378-60.4% | $5,055-73.5% |
| Participant deferral / active EE | $1,715 | $5,579-69.3% | $4,919-65.1% | $6,977-75.4% |
| Admin fee / account holder | $48,625 | $16,730+190.6% | $13,697+255.0% | $19,030+155.5% |