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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 | $43,836 | $98,766-55.6% | $149,730-70.7% | $79,852-45.1% |
| Participation rate | 62.1% | 75.8%-13.7pp | 82.5%-20.4pp | 69.6%-7.6pp |
| Annual return | 16.01% | 27.43%-11.4pp | 276.70%-260.7pp | 31.72%-15.7pp |
| Employer contribution / active EE | $1,170 | $3,217-63.6% | $4,645-74.8% | $2,471-52.7% |
| Participant deferral / active EE | $1,582 | $5,681-72.2% | $6,843-76.9% | $3,740-57.7% |
| Admin fee / account holder | $8,709 | $6,052+43.9% | $9,310-6.5% | $5,306+64.1% |