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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 | $34,149 | $95,406-64.2% | $185,849-81.6% | $85,847-60.2% |
| Participation rate | 69.8% | 68.8%+1.0pp | 81.7%-11.9pp | 69.3%+0.4pp |
| Annual return | 30.92% | 23.59%+7.3pp | 122.10%-91.2pp | 318.61%-287.7pp |
| Employer contribution / active EE | $1,608 | $3,314-51.5% | $5,169-68.9% | $2,565-37.3% |
| Participant deferral / active EE | $778 | $3,424-77.3% | $5,569-86.0% | $3,952-80.3% |
| Admin fee / account holder | $4,214 | $7,214-41.6% | $16,244-74.1% | $6,261-32.7% |