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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 | $65,631 | $102,429-35.9% | $147,096-55.4% | $80,925-18.9% |
| Participation rate | 43.6% | 75.9%-32.3pp | 82.2%-38.6pp | 67.7%-24.1pp |
| Annual return | 15.56% | 135.02%-119.5pp | 419.75%-404.2pp | 35.65%-20.1pp |
| Employer contribution / active EE | $1,359 | $3,716-63.4% | $4,936-72.5% | $2,756-50.7% |
| Participant deferral / active EE | $2,500 | $6,649-62.4% | $8,071-69.0% | $4,299-41.8% |
| Admin fee / account holder | $417 | $7,957-94.8% | $13,005-96.8% | $6,940-94.0% |