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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 | $81,165 | $105,210-22.9% | $159,487-49.1% | $85,851-5.5% |
| Participation rate | 69.2% | 75.8%-6.6pp | 82.8%-13.6pp | 69.3%-0.1pp |
| Annual return | 13.63% | 45.08%-31.4pp | 263.71%-250.1pp | 318.63%-305.0pp |
| Employer contribution / active EE | $1,099 | $3,319-66.9% | $4,831-77.3% | $2,565-57.2% |
| Participant deferral / active EE | $1,967 | $5,946-66.9% | $7,354-73.3% | $3,952-50.2% |
| Admin fee / account holder | $16,837 | $6,934+142.8% | $10,804+55.8% | $6,261+168.9% |