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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 | $61,507 | $85,766-28.3% | $136,297-54.9% | $70,131-12.3% |
| Participation rate | 33.3% | 74.2%-40.8pp | 81.9%-48.6pp | 69.5%-36.2pp |
| Annual return | 14.85% | 31.45%-16.6pp | 5156.16%-5141.3pp | 73.14%-58.3pp |
| Employer contribution / active EE | $828 | $2,966-72.1% | $4,696-82.4% | $2,342-64.7% |
| Participant deferral / active EE | $1,471 | $5,051-70.9% | $6,247-76.5% | $3,332-55.8% |
| Admin fee / account holder | $21,777 | $5,420+301.8% | $9,244+135.6% | $4,645+368.8% |