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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 | $102,382-58.9% | $147,005-71.4% | $80,874-47.9% |
| Participation rate | 57.1% | 75.8%-18.7pp | 82.2%-25.0pp | 67.6%-10.5pp |
| Annual return | 14.33% | 134.89%-120.6pp | 418.76%-404.4pp | 35.62%-21.3pp |
| Employer contribution / active EE | $1,252 | $3,715-66.3% | $4,934-74.6% | $2,756-54.6% |
| Participant deferral / active EE | $1,715 | $6,646-74.2% | $8,070-78.8% | $4,297-60.1% |
| Admin fee / account holder | $9,908 | $7,942+24.8% | $13,006-23.8% | $6,935+42.9% |