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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 | $97,414 | $102,382-4.9% | $147,005-33.7% | $80,874+20.5% |
| Participation rate | 61.4% | 75.8%-14.4pp | 82.2%-20.7pp | 67.6%-6.2pp |
| Annual return | 13.75% | 134.89%-121.1pp | 418.76%-405.0pp | 35.62%-21.9pp |
| Employer contribution / active EE | $1,295 | $3,715-65.1% | $4,934-73.8% | $2,756-53.0% |
| Participant deferral / active EE | $2,478 | $6,646-62.7% | $8,070-69.3% | $4,297-42.3% |
| Admin fee / account holder | $2,588 | $7,942-67.4% | $13,006-80.1% | $6,935-62.7% |