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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 | $46,087 | $89,259-48.4% | $107,187-57.0% | $82,637-44.2% |
| Participation rate | 69.2% | 67.9%+1.3pp | 75.0%-5.8pp | 68.1%+1.2pp |
| Annual return | 16.08% | 21.02%-4.9pp | 204.55%-188.5pp | 53.51%-37.4pp |
| Employer contribution / active EE | $11,680 | $3,080+279.2% | $3,782+208.8% | $2,552+357.7% |
| Participant deferral / active EE | $1,619 | $4,037-59.9% | $5,096-68.2% | $4,126-60.8% |
| Admin fee / account holder | $13,309 | $7,381+80.3% | $9,162+45.3% | $7,339+81.4% |