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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 | $73,203 | $107,218-31.7% | $115,768-36.8% | $79,634-8.1% |
| Participation rate | 33.3% | 76.8%-43.5pp | 74.4%-41.1pp | 62.5%-29.2pp |
| Annual return | 17.08% | 15.41%+1.7pp | 100.46%-83.4pp | 36.46%-19.4pp |
| Employer contribution / active EE | $1,015 | $3,627-72.0% | $2,940-65.5% | $2,529-59.8% |
| Participant deferral / active EE | $1,658 | $5,091-67.4% | $4,917-66.3% | $3,835-56.8% |
| Admin fee / account holder | $5,238 | $576+809.9% | $12,439-57.9% | $1,002+422.8% |