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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 | $25,203 | $102,429-75.4% | $147,096-82.9% | $80,925-68.9% |
| Participation rate | 33.8% | 75.9%-42.1pp | 82.2%-48.4pp | 67.7%-33.9pp |
| Annual return | 12.79% | 135.02%-122.2pp | 419.75%-407.0pp | 35.65%-22.9pp |
| Employer contribution / active EE | $945 | $3,716-74.6% | $4,936-80.8% | $2,756-65.7% |
| Participant deferral / active EE | $2,004 | $6,649-69.9% | $8,071-75.2% | $4,299-53.4% |
| Admin fee / account holder | $12,053 | $7,957+51.5% | $13,005-7.3% | $6,940+73.7% |