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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 | $59,204 | $78,423-24.5% | $95,964-38.3% | $79,856-25.9% |
| Participation rate | 27.3% | 73.5%-46.2pp | 77.1%-49.8pp | 69.6%-42.4pp |
| Annual return | 13.48% | 19.37%-5.9pp | 91.64%-78.2pp | 31.71%-18.2pp |
| Employer contribution / active EE | $639 | $1,945-67.2% | $2,541-74.9% | $2,471-74.1% |
| Participant deferral / active EE | $1,517 | $3,440-55.9% | $4,167-63.6% | $3,741-59.5% |
| Admin fee / account holder | $8,311 | $5,622+47.8% | $6,797+22.3% | $5,306+56.6% |