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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 | $85,369 | $102,429-16.7% | $147,096-42.0% | $80,925+5.5% |
| Participation rate | 42.4% | 75.9%-33.4pp | 82.2%-39.8pp | 67.7%-25.2pp |
| Annual return | 18.22% | 135.02%-116.8pp | 419.75%-401.5pp | 35.65%-17.4pp |
| Employer contribution / active EE | $1,249 | $3,716-66.4% | $4,936-74.7% | $2,756-54.7% |
| Participant deferral / active EE | $2,426 | $6,649-63.5% | $8,071-69.9% | $4,299-43.6% |
| Admin fee / account holder | $1,373 | $7,957-82.7% | $13,005-89.4% | $6,940-80.2% |