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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 | $75,101 | $102,382-26.6% | $147,005-48.9% | $80,874-7.1% |
| Participation rate | 36.0% | 75.8%-39.8pp | 82.2%-46.2pp | 67.6%-31.6pp |
| Annual return | 12.00% | 134.89%-122.9pp | 418.76%-406.8pp | 35.62%-23.6pp |
| Employer contribution / active EE | $1,286 | $3,715-65.4% | $4,934-73.9% | $2,756-53.3% |
| Participant deferral / active EE | $2,453 | $6,646-63.1% | $8,070-69.6% | $4,297-42.9% |
| Admin fee / account holder | $10,543 | $7,942+32.7% | $13,006-18.9% | $6,935+52.0% |