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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 | $46,280 | $106,008-56.3% | $92,240-49.8% | $147,586-68.6% |
| Participation rate | 35.7% | 80.4%-44.7pp | 76.5%-40.8pp | 82.8%-47.1pp |
| Annual return | 31.47% | 50.05%-18.6pp | 176.29%-144.8pp | 578.59%-547.1pp |
| Employer contribution / active EE | $3,228 | $4,333-25.5% | $3,680-12.3% | $4,876-33.8% |
| Participant deferral / active EE | $563 | $4,478-87.4% | $3,897-85.5% | $5,439-89.6% |
| Admin fee / account holder | $3,981 | $6,333-37.1% | $5,194-23.4% | $10,886-63.4% |