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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 | $102,422-58.9% | $147,117-71.4% | $80,959-48.0% |
| Participation rate | 57.1% | 75.9%-18.7pp | 82.2%-25.0pp | 67.7%-10.5pp |
| Annual return | 14.33% | 135.16%-120.8pp | 420.54%-406.2pp | 35.67%-21.3pp |
| Employer contribution / active EE | $1,252 | $3,717-66.3% | $4,932-74.6% | $2,757-54.6% |
| Participant deferral / active EE | $1,715 | $6,652-74.2% | $8,065-78.7% | $4,300-60.1% |
| Admin fee / account holder | $9,908 | $7,953+24.6% | $12,993-23.7% | $6,925+43.1% |