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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 | $62,680 | $93,598-33.0% | $135,974-53.9% | $75,173-16.6% |
| Participation rate | 33.3% | 75.2%-41.9pp | 81.9%-48.6pp | 67.2%-33.9pp |
| Annual return | 15.47% | 30.89%-15.4pp | 68.30%-52.8pp | 160.72%-145.2pp |
| Employer contribution / active EE | $1,155 | $3,538-67.4% | $4,859-76.2% | $2,671-56.8% |
| Participant deferral / active EE | $2,146 | $6,405-66.5% | $7,760-72.3% | $4,126-48.0% |
| Admin fee / account holder | $23,822 | $6,978+241.4% | $10,767+121.3% | $5,651+321.6% |