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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 | $45,182 | $54,717-17.4% | $86,216-47.6% | $71,511-36.8% |
| Participation rate | 31.9% | 60.1%-28.2pp | 69.0%-37.1pp | 67.9%-36.0pp |
| Annual return | 21.12% | 20.07%+1.1pp | 1169.42%-1148.3pp | 28.86%-7.7pp |
| Employer contribution / active EE | $488 | $1,267-61.5% | $2,382-79.5% | $2,589-81.2% |
| Participant deferral / active EE | $1,182 | $3,110-62.0% | $3,986-70.3% | $4,291-72.5% |
| Admin fee / account holder | $1,221 | $1,922-36.5% | $6,853-82.2% | $1,588-23.1% |