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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 | $52,183 | $60,504-13.8% | $81,882-36.3% | $74,478-29.9% |
| Participation rate | 22.3% | 62.9%-40.6pp | 72.4%-50.1pp | 67.2%-44.9pp |
| Annual return | 23.31% | 16.91%+6.4pp | 779.47%-756.2pp | 1370.56%-1347.3pp |
| Employer contribution / active EE | $1,190 | $2,627-54.7% | $2,916-59.2% | $2,626-54.7% |
| Participant deferral / active EE | $652 | $3,400-80.8% | $4,323-84.9% | $4,350-85.0% |
| Admin fee / account holder | $427 | $1,492-71.4% | $7,360-94.2% | $1,946-78.0% |