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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 | $48,897 | $102,422-52.3% | $147,117-66.8% | $80,959-39.6% |
| Participation rate | 54.3% | 75.9%-21.6pp | 82.2%-27.9pp | 67.7%-13.4pp |
| Annual return | 12.30% | 135.16%-122.9pp | 420.54%-408.2pp | 35.67%-23.4pp |
| Employer contribution / active EE | $1,607 | $3,717-56.8% | $4,932-67.4% | $2,757-41.7% |
| Participant deferral / active EE | $2,612 | $6,652-60.7% | $8,065-67.6% | $4,300-39.3% |
| Admin fee / account holder | $7,351 | $7,953-7.6% | $12,993-43.4% | $6,925+6.1% |