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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 | $37,193 | $96,678-61.5% | $86,640-57.1% | $139,466-73.3% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 12.30% | 106.69%-94.4pp | 592.52%-580.2pp | 373.66%-361.4pp |
| Employer contribution / active EE | $1,725 | $3,265-47.2% | $3,024-43.0% | $4,754-63.7% |
| Participant deferral / active EE | $289 | $4,837-94.0% | $4,438-93.5% | $6,712-95.7% |
| Admin fee / account holder | $6,368 | $6,410-0.6% | $5,616+13.4% | $11,409-44.2% |