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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 | $49,860 | $65,555-23.9% | $86,216-42.2% | $75,173-33.7% |
| Participation rate | 20.7% | 60.5%-39.8pp | 69.0%-48.3pp | 67.2%-46.5pp |
| Annual return | 28.27% | 46.07%-17.8pp | 1169.42%-1141.1pp | 160.72%-132.5pp |
| Employer contribution / active EE | $478 | $1,553-69.2% | $2,382-79.9% | $2,671-82.1% |
| Participant deferral / active EE | $685 | $3,023-77.3% | $3,986-82.8% | $4,126-83.4% |
| Admin fee / account holder | $1,465 | $5,469-73.2% | $6,853-78.6% | $5,651-74.1% |