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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 | $50,003 | $118,877-57.9% | $96,570-48.2% | $167,536-70.2% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.8%-9.8pp | 82.1%-22.1pp |
| Annual return | 8.87% | 50.50%-41.6pp | 37.79%-28.9pp | 478.82%-469.9pp |
| Employer contribution / active EE | $3,818 | $3,121+22.3% | $2,357+62.0% | $4,839-21.1% |
| Participant deferral / active EE | $875 | $4,617-81.1% | $3,849-77.3% | $6,342-86.2% |
| Admin fee / account holder | $1,484 | $8,069-81.6% | $6,182-76.0% | $12,315-87.9% |