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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 | $25,064 | $102,422-75.5% | $147,117-83.0% | $80,959-69.0% |
| Participation rate | 57.9% | 75.9%-18.0pp | 82.2%-24.3pp | 67.7%-9.8pp |
| Annual return | 13.83% | 135.16%-121.3pp | 420.54%-406.7pp | 35.67%-21.8pp |
| Employer contribution / active EE | $1,627 | $3,717-56.2% | $4,932-67.0% | $2,757-41.0% |
| Participant deferral / active EE | $2,476 | $6,652-62.8% | $8,065-69.3% | $4,300-42.4% |
| Admin fee / account holder | $1,432 | $7,953-82.0% | $12,993-89.0% | $6,925-79.3% |