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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 | $64,050 | $125,797-49.1% | $170,043-62.3% | $75,173-14.8% |
| Participation rate | 43.2% | 83.6%-40.4pp | 87.0%-43.8pp | 67.2%-24.0pp |
| Annual return | 16.20% | 27.20%-11.0pp | 53.40%-37.2pp | 160.72%-144.5pp |
| Employer contribution / active EE | $1,821 | $4,616-60.6% | $6,790-73.2% | $2,671-31.8% |
| Participant deferral / active EE | $1,100 | $6,838-83.9% | $10,410-89.4% | $4,126-73.3% |
| Admin fee / account holder | $17,813 | $8,177+117.9% | $12,824+38.9% | $5,651+215.2% |