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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 | $102,422-16.7% | $147,117-42.0% | $80,959+5.4% |
| Participation rate | 42.4% | 75.9%-33.4pp | 82.2%-39.8pp | 67.7%-25.2pp |
| Annual return | 18.22% | 135.16%-116.9pp | 420.54%-402.3pp | 35.67%-17.5pp |
| Employer contribution / active EE | $1,249 | $3,717-66.4% | $4,932-74.7% | $2,757-54.7% |
| Participant deferral / active EE | $2,426 | $6,652-63.5% | $8,065-69.9% | $4,300-43.6% |
| Admin fee / account holder | $1,373 | $7,953-82.7% | $12,993-89.4% | $6,925-80.2% |