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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 | $41,358 | $96,731-57.2% | $123,973-66.6% | $86,983-52.5% |
| Participation rate | 9.8% | 70.0%-60.2pp | 76.7%-66.9pp | 69.5%-59.7pp |
| Annual return | 21.56% | 17.33%+4.2pp | 388.13%-366.6pp | 25.83%-4.3pp |
| Employer contribution / active EE | $1,778 | $3,297-46.1% | $4,126-56.9% | $2,584-31.2% |
| Participant deferral / active EE | $1,177 | $4,152-71.7% | $5,247-77.6% | $4,194-71.9% |
| Admin fee / account holder | $1,754 | $8,722-79.9% | $11,799-85.1% | $7,856-77.7% |