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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 | $26,682 | $93,589-71.5% | $135,942-80.4% | $75,181-64.5% |
| Participation rate | 18.0% | 75.2%-57.2pp | 81.9%-63.9pp | 67.2%-49.2pp |
| Annual return | 59.12% | 30.90%+28.2pp | 68.28%-9.2pp | 160.69%-101.6pp |
| Employer contribution / active EE | $1,175 | $3,537-66.8% | $4,858-75.8% | $2,671-56.0% |
| Participant deferral / active EE | $1,849 | $6,405-71.1% | $7,759-76.2% | $4,126-55.2% |
| Admin fee / account holder | $1,540 | $6,977-77.9% | $10,764-85.7% | $5,650-72.7% |