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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 | $76,150 | $106,264-28.3% | $147,117-48.2% | $77,762-2.1% |
| Participation rate | 26.1% | 78.4%-52.3pp | 82.2%-56.1pp | 70.6%-44.5pp |
| Annual return | 17.10% | 56.94%-39.8pp | 420.54%-403.4pp | 31.27%-14.2pp |
| Employer contribution / active EE | $1,168 | $4,074-71.3% | $4,932-76.3% | $2,728-57.2% |
| Participant deferral / active EE | $2,294 | $8,003-71.3% | $8,065-71.5% | $4,651-50.7% |
| Admin fee / account holder | $1,532 | $334+358.3% | $12,993-88.2% | $433+253.9% |