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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 | $25,708 | $103,393-75.1% | $87,103-70.5% | $152,909-83.2% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.9%-26.9pp | 82.5%-32.5pp |
| Annual return | 14.91% | 28.10%-13.2pp | 28.19%-13.3pp | 345.46%-330.6pp |
| Employer contribution / active EE | $1,186 | $3,221-63.2% | $2,521-53.0% | $4,764-75.1% |
| Participant deferral / active EE | $1,449 | $4,778-69.7% | $4,049-64.2% | $5,851-75.2% |
| Admin fee / account holder | $9,924 | $12,195-18.6% | $7,491+32.5% | $11,601-14.5% |