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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 | $30,002 | $157,304-80.9% | $141,197-78.8% | $152,909-80.4% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 229.86% | 64.34%+165.5pp | 71.41%+158.5pp | 345.46%-115.6pp |
| Employer contribution / active EE | $984 | $5,263-81.3% | $4,736-79.2% | $4,764-79.3% |
| Participant deferral / active EE | $1,463 | $7,111-79.4% | $6,710-78.2% | $5,851-75.0% |
| Admin fee / account holder | $3,544 | $12,126-70.8% | $10,265-65.5% | $11,601-69.5% |