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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 | $34,516 | $102,429-66.3% | $147,096-76.5% | $80,925-57.3% |
| Participation rate | 55.2% | 75.9%-20.7pp | 82.2%-27.0pp | 67.7%-12.5pp |
| Annual return | 15.14% | 135.02%-119.9pp | 419.75%-404.6pp | 35.65%-20.5pp |
| Employer contribution / active EE | $1,052 | $3,716-71.7% | $4,936-78.7% | $2,756-61.8% |
| Participant deferral / active EE | $2,083 | $6,649-68.7% | $8,071-74.2% | $4,299-51.5% |
| Admin fee / account holder | $8,149 | $7,957+2.4% | $13,005-37.3% | $6,940+17.4% |