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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 | $28,255 | $95,415-70.4% | $185,851-84.8% | $85,851-67.1% |
| Participation rate | 25.0% | 68.8%-43.8pp | 81.7%-56.7pp | 69.3%-44.3pp |
| Annual return | 35.55% | 23.59%+12.0pp | 122.11%-86.6pp | 318.63%-283.1pp |
| Employer contribution / active EE | $571 | $3,314-82.8% | $5,168-88.9% | $2,565-77.7% |
| Participant deferral / active EE | $571 | $3,424-83.3% | $5,569-89.7% | $3,952-85.5% |
| Admin fee / account holder | $2,222 | $7,215-69.2% | $16,245-86.3% | $6,261-64.5% |