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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 | $62,196 | $79,189-21.5% | $102,457-39.3% | $74,400-16.4% |
| Participation rate | 35.5% | 74.8%-39.3pp | 76.5%-41.0pp | 67.2%-31.8pp |
| Annual return | 21.23% | 54.98%-33.7pp | 29.41%-8.2pp | 1367.51%-1346.3pp |
| Employer contribution / active EE | $1,405 | $2,362-40.5% | $3,022-53.5% | $2,624-46.5% |
| Participant deferral / active EE | $2,107 | $4,415-52.3% | $5,054-58.3% | $4,348-51.5% |
| Admin fee / account holder | $2,797 | $2,002+39.7% | $9,451-70.4% | $1,944+43.9% |