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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 | $26,880 | $154,193-82.6% | $130,045-79.3% | $139,466-80.7% |
| Participation rate | 35.0% | 82.0%-47.0pp | 78.5%-43.5pp | 80.3%-45.3pp |
| Annual return | 10.50% | 32.51%-22.0pp | -137.30%+147.8pp | 373.66%-363.2pp |
| Employer contribution / active EE | $1,506 | $5,292-71.5% | $4,321-65.1% | $4,754-68.3% |
| Participant deferral / active EE | $1,747 | $6,709-74.0% | $5,820-70.0% | $6,712-74.0% |
| Admin fee / account holder | $5,578 | $13,989-60.1% | $10,600-47.4% | $11,409-51.1% |