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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 | $90,617 | $101,653-10.9% | $147,080-38.4% | $74,459+21.7% |
| Participation rate | 39.5% | 75.6%-36.0pp | 82.2%-42.7pp | 67.2%-27.7pp |
| Annual return | 15.81% | 8754.98%-8739.2pp | 420.17%-404.4pp | 1369.70%-1353.9pp |
| Employer contribution / active EE | $1,316 | $3,813-65.5% | $4,933-73.3% | $2,626-49.9% |
| Participant deferral / active EE | $2,925 | $7,304-59.9% | $8,066-63.7% | $4,350-32.7% |
| Admin fee / account holder | $3,353 | $1,752+91.4% | $12,989-74.2% | $1,945+72.4% |