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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 | $80,594 | $111,535-27.7% | $105,223-23.4% | $137,256-41.3% |
| Participation rate | 30.0% | 78.1%-48.1pp | 75.0%-45.0pp | 80.0%-50.0pp |
| Annual return | 16.49% | 237.85%-221.4pp | 180.65%-164.2pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,388 | $3,939-64.8% | $3,689-62.4% | $4,156-66.6% |
| Participant deferral / active EE | $1,452 | $5,500-73.6% | $5,072-71.4% | $6,407-77.3% |
| Admin fee / account holder | $34,161 | $9,721+251.4% | $8,859+285.6% | $12,270+178.4% |