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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 | $47,297 | $111,535-57.6% | $105,223-55.1% | $137,256-65.5% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 80.0%-40.0pp |
| Annual return | 13.56% | 237.85%-224.3pp | 180.65%-167.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,240 | $3,939-68.5% | $3,689-66.4% | $4,156-70.2% |
| Participant deferral / active EE | $1,367 | $5,500-75.1% | $5,072-73.0% | $6,407-78.7% |
| Admin fee / account holder | $27,720 | $9,721+185.1% | $8,859+212.9% | $12,270+125.9% |