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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 | $59,961 | $105,210-43.0% | $159,487-62.4% | $85,851-30.2% |
| Participation rate | 32.0% | 75.8%-43.8pp | 82.8%-50.8pp | 69.3%-37.3pp |
| Annual return | 13.73% | 45.08%-31.4pp | 263.71%-250.0pp | 318.63%-304.9pp |
| Employer contribution / active EE | $1,121 | $3,319-66.2% | $4,831-76.8% | $2,565-56.3% |
| Participant deferral / active EE | $2,339 | $5,946-60.7% | $7,354-68.2% | $3,952-40.8% |
| Admin fee / account holder | $17,428 | $6,934+151.3% | $10,804+61.3% | $6,261+178.4% |