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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 | $102,393-75.5% | $147,041-83.0% | $80,911-69.0% |
| Participation rate | 57.9% | 75.9%-18.0pp | 82.2%-24.3pp | 67.6%-9.8pp |
| Annual return | 13.83% | 134.95%-121.1pp | 419.21%-405.4pp | 35.63%-21.8pp |
| Employer contribution / active EE | $1,627 | $3,715-56.2% | $4,935-67.0% | $2,756-41.0% |
| Participant deferral / active EE | $2,476 | $6,647-62.8% | $8,071-69.3% | $4,297-42.4% |
| Admin fee / account holder | $1,432 | $7,943-82.0% | $13,006-89.0% | $6,935-79.4% |