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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 | $83,264 | $93,617-11.1% | $135,982-38.8% | $75,177+10.8% |
| Participation rate | 39.3% | 75.2%-35.9pp | 81.9%-42.6pp | 67.2%-27.9pp |
| Annual return | 15.93% | 30.89%-15.0pp | 68.32%-52.4pp | 160.75%-144.8pp |
| Employer contribution / active EE | $1,429 | $3,538-59.6% | $4,859-70.6% | $2,671-46.5% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $374 | $6,980-94.6% | $10,767-96.5% | $5,651-93.4% |