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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 | $49,300 | $63,346-22.2% | $92,240-46.6% | $70,126-29.7% |
| Participation rate | 66.7% | 68.7%-2.0pp | 76.5%-9.8pp | 69.5%-2.9pp |
| Annual return | 17.37% | 530.19%-512.8pp | 176.29%-158.9pp | 73.15%-55.8pp |
| Employer contribution / active EE | $4,634 | $2,471+87.5% | $3,680+25.9% | $2,343+97.8% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,119 | $3,841-70.9% | $5,194-78.5% | $4,645-75.9% |