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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 | $110,410-71.3% | $102,437-69.1% | $145,897-78.3% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 11.51% | 24.85%-13.3pp | 24.95%-13.4pp | 552.29%-540.8pp |
| Employer contribution / active EE | $1,064 | $4,217-74.8% | $3,871-72.5% | $4,663-77.2% |
| Participant deferral / active EE | $1,219 | $5,622-78.3% | $5,060-75.9% | $6,689-81.8% |
| Admin fee / account holder | $104,951 | $9,745+977.0% | $8,388+1151.2% | $13,390+683.8% |