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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 | $34,529 | $101,499-66.0% | $147,005-76.5% | $74,546-53.7% |
| Participation rate | 47.4% | 75.5%-28.2pp | 82.2%-34.8pp | 67.2%-19.8pp |
| Annual return | 15.05% | 8732.34%-8717.3pp | 418.76%-403.7pp | 1366.03%-1351.0pp |
| Employer contribution / active EE | $958 | $3,811-74.9% | $4,934-80.6% | $2,624-63.5% |
| Participant deferral / active EE | $1,816 | $7,304-75.1% | $8,070-77.5% | $4,347-58.2% |
| Admin fee / account holder | $2,836 | $1,748+62.3% | $13,006-78.2% | $1,944+45.9% |