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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 | $47,516 | $65,555-27.5% | $86,216-44.9% | $75,173-36.8% |
| Participation rate | 56.3% | 60.5%-4.2pp | 69.0%-12.7pp | 67.2%-11.0pp |
| Annual return | 18.09% | 46.07%-28.0pp | 1169.42%-1151.3pp | 160.72%-142.6pp |
| Employer contribution / active EE | $3,740 | $1,553+140.8% | $2,382+57.1% | $2,671+40.0% |
| Participant deferral / active EE | $805 | $3,023-73.4% | $3,986-79.8% | $4,126-80.5% |
| Admin fee / account holder | $584 | $5,469-89.3% | $6,853-91.5% | $5,651-89.7% |