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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 | $76,094 | $87,132-12.7% | $105,624-28.0% | $80,959-6.0% |
| Participation rate | 21.4% | 70.4%-49.0pp | 75.3%-53.8pp | 67.7%-46.2pp |
| Annual return | 14.27% | 17.03%-2.8pp | 116.20%-101.9pp | 35.67%-21.4pp |
| Employer contribution / active EE | $1,209 | $2,397-49.6% | $3,168-61.8% | $2,757-56.2% |
| Participant deferral / active EE | $1,215 | $3,985-69.5% | $5,013-75.8% | $4,300-71.7% |
| Admin fee / account holder | $10,369 | $8,449+22.7% | $10,961-5.4% | $6,925+49.7% |