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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 | $51,157 | $65,246-21.6% | $98,716-48.2% | $67,986-24.8% |
| Participation rate | 35.6% | 51.4%-15.8pp | 69.3%-33.6pp | 57.2%-21.6pp |
| Annual return | 579.72% | 20.58%+559.1pp | 31.81%+547.9pp | 31.67%+548.1pp |
| Employer contribution / active EE | $261 | $1,042-74.9% | $2,279-88.5% | $2,019-87.1% |
| Participant deferral / active EE | $626 | $2,594-75.9% | $4,048-84.5% | $3,358-81.4% |
| Admin fee / account holder | $4,820 | $4,561+5.7% | $8,703-44.6% | $3,203+50.5% |