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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 | $26,653 | $63,346-57.9% | $92,240-71.1% | $70,126-62.0% |
| Participation rate | 66.2% | 68.7%-2.4pp | 76.5%-10.2pp | 69.5%-3.3pp |
| Annual return | 17.90% | 530.19%-512.3pp | 176.29%-158.4pp | 73.15%-55.3pp |
| Employer contribution / active EE | $5,148 | $2,471+108.3% | $3,680+39.9% | $2,343+119.8% |
| Participant deferral / active EE | $393 | $2,854-86.2% | $3,897-89.9% | $3,332-88.2% |
| Admin fee / account holder | $1,793 | $3,841-53.3% | $5,194-65.5% | $4,645-61.4% |