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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 | $25,344 | $98,776-74.3% | $149,745-83.1% | $79,856-68.3% |
| Participation rate | 44.0% | 75.8%-31.8pp | 82.5%-38.5pp | 69.6%-25.6pp |
| Annual return | 45.11% | 27.38%+17.7pp | 276.72%-231.6pp | 31.71%+13.4pp |
| Employer contribution / active EE | $1,197 | $3,217-62.8% | $4,646-74.2% | $2,471-51.5% |
| Participant deferral / active EE | $2,151 | $5,681-62.1% | $6,843-68.6% | $3,741-42.5% |
| Admin fee / account holder | $7,099 | $6,053+17.3% | $9,312-23.8% | $5,306+33.8% |