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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 | $78,326 | $102,393-23.5% | $147,041-46.7% | $80,911-3.2% |
| Participation rate | 37.5% | 75.9%-38.4pp | 82.2%-44.7pp | 67.6%-30.1pp |
| Annual return | 14.91% | 134.95%-120.0pp | 419.21%-404.3pp | 35.63%-20.7pp |
| Employer contribution / active EE | $1,189 | $3,715-68.0% | $4,935-75.9% | $2,756-56.8% |
| Participant deferral / active EE | $2,131 | $6,647-67.9% | $8,071-73.6% | $4,297-50.4% |
| Admin fee / account holder | $362 | $7,943-95.4% | $13,006-97.2% | $6,935-94.8% |