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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 | $31,188 | $60,393-48.4% | $81,820-61.9% | $74,429-58.1% |
| Participation rate | 32.0% | 62.9%-30.9pp | 72.4%-40.4pp | 67.2%-35.2pp |
| Annual return | 17.48% | 16.89%+0.6pp | 777.93%-760.5pp | 1368.38%-1350.9pp |
| Employer contribution / active EE | $476 | $2,626-81.9% | $2,915-83.7% | $2,625-81.9% |
| Participant deferral / active EE | $643 | $3,397-81.1% | $4,323-85.1% | $4,348-85.2% |
| Admin fee / account holder | $600 | $1,491-59.8% | $7,391-91.9% | $1,944-69.2% |