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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 | $42,108 | $102,429-58.9% | $147,096-71.4% | $80,925-48.0% |
| Participation rate | 57.1% | 75.9%-18.7pp | 82.2%-25.0pp | 67.7%-10.5pp |
| Annual return | 14.33% | 135.02%-120.7pp | 419.75%-405.4pp | 35.65%-21.3pp |
| Employer contribution / active EE | $1,252 | $3,716-66.3% | $4,936-74.6% | $2,756-54.6% |
| Participant deferral / active EE | $1,715 | $6,649-74.2% | $8,071-78.8% | $4,299-60.1% |
| Admin fee / account holder | $9,908 | $7,957+24.5% | $13,005-23.8% | $6,940+42.8% |