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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 | $73,080 | $98,240-25.6% | $82,312-11.2% | $147,586-50.5% |
| Participation rate | 27.3% | 79.7%-52.5pp | 76.9%-49.6pp | 82.8%-55.6pp |
| Annual return | 15.21% | 30.85%-15.6pp | 25.88%-10.7pp | 578.59%-563.4pp |
| Employer contribution / active EE | $744 | $3,192-76.7% | $2,428-69.4% | $4,876-84.8% |
| Participant deferral / active EE | $772 | $4,383-82.4% | $3,706-79.2% | $5,439-85.8% |
| Admin fee / account holder | $6,034 | $8,563-29.5% | $5,608+7.6% | $10,886-44.6% |