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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 | $69,239 | $180,028-61.5% | $138,135-49.9% | $158,966-56.4% |
| Participation rate | 37.5% | 82.2%-44.7pp | 78.7%-41.2pp | 82.0%-44.5pp |
| Annual return | 7.44% | 21.68%-14.2pp | 20.51%-13.1pp | 302.95%-295.5pp |
| Employer contribution / active EE | $1,604 | $7,470-78.5% | $5,587-71.3% | $4,762-66.3% |
| Participant deferral / active EE | $2,053 | $7,717-73.4% | $6,431-68.1% | $5,983-65.7% |
| Admin fee / account holder | $140,706 | $17,912+685.5% | $11,856+1086.8% | $11,250+1150.7% |