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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 | $39,627 | $98,766-59.9% | $149,730-73.5% | $79,852-50.4% |
| Participation rate | 46.7% | 75.8%-29.1pp | 82.5%-35.8pp | 69.6%-23.0pp |
| Annual return | 87.38% | 27.43%+59.9pp | 276.70%-189.3pp | 31.72%+55.7pp |
| Employer contribution / active EE | $960 | $3,217-70.2% | $4,645-79.3% | $2,471-61.1% |
| Participant deferral / active EE | $1,055 | $5,681-81.4% | $6,843-84.6% | $3,740-71.8% |
| Admin fee / account holder | $14,722 | $6,052+143.3% | $9,310+58.1% | $5,306+177.4% |