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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 | $25,804 | $102,429-74.8% | $147,096-82.5% | $80,925-68.1% |
| Participation rate | 68.0% | 75.9%-7.9pp | 82.2%-14.2pp | 67.7%+0.3pp |
| Annual return | 13.23% | 135.02%-121.8pp | 419.75%-406.5pp | 35.65%-22.4pp |
| Employer contribution / active EE | $1,186 | $3,716-68.1% | $4,936-76.0% | $2,756-57.0% |
| Participant deferral / active EE | $2,584 | $6,649-61.1% | $8,071-68.0% | $4,299-39.9% |
| Admin fee / account holder | $763 | $7,957-90.4% | $13,005-94.1% | $6,940-89.0% |