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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 | $31,670 | $111,814-71.7% | $103,374-69.4% | $145,959-78.3% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 11.51% | 24.77%-13.3pp | 24.89%-13.4pp | 561.95%-550.4pp |
| Employer contribution / active EE | $1,064 | $4,214-74.8% | $3,869-72.5% | $4,661-77.2% |
| Participant deferral / active EE | $1,219 | $5,618-78.3% | $5,058-75.9% | $6,689-81.8% |
| Admin fee / account holder | $104,951 | $9,754+975.9% | $8,394+1150.3% | $13,398+683.3% |