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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 | $39,013 | $89,259-56.3% | $107,187-63.6% | $82,637-52.8% |
| Participation rate | 55.6% | 67.9%-12.4pp | 75.0%-19.5pp | 68.1%-12.5pp |
| Annual return | 70.81% | 21.02%+49.8pp | 204.55%-133.7pp | 53.51%+17.3pp |
| Employer contribution / active EE | $1,246 | $3,080-59.5% | $3,782-67.1% | $2,552-51.2% |
| Participant deferral / active EE | $1,511 | $4,037-62.6% | $5,096-70.3% | $4,126-63.4% |
| Admin fee / account holder | $1,996 | $7,381-73.0% | $9,162-78.2% | $7,339-72.8% |