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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 | $46,947 | $49,199-4.6% | $121,210-61.3% | $75,177-37.6% |
| Participation rate | 8.2% | 55.4%-47.2pp | 69.5%-61.4pp | 67.2%-59.0pp |
| Annual return | 19.25% | 56.04%-36.8pp | 987.41%-968.2pp | 160.75%-141.5pp |
| Employer contribution / active EE | $397 | $1,547-74.4% | $4,171-90.5% | $2,671-85.2% |
| Participant deferral / active EE | $429 | $2,630-83.7% | $4,084-89.5% | $4,126-89.6% |
| Admin fee / account holder | $569 | $3,946-85.6% | $5,647-89.9% | $5,651-89.9% |