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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 | $77,783 | $79,223-1.8% | $102,460-24.1% | $74,478+4.4% |
| Participation rate | 42.1% | 74.8%-32.6pp | 76.5%-34.4pp | 67.2%-25.1pp |
| Annual return | 12.60% | 54.98%-42.4pp | 29.47%-16.9pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $1,031 | $2,363-56.4% | $3,025-65.9% | $2,626-60.7% |
| Participant deferral / active EE | $2,130 | $4,417-51.8% | $5,056-57.9% | $4,350-51.0% |
| Admin fee / account holder | $4,421 | $2,003+120.7% | $9,460-53.3% | $1,946+127.2% |