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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 | $26,227 | $72,492-63.8% | $87,104-69.9% | $72,975-64.1% |
| Participation rate | 26.5% | 72.8%-46.3pp | 76.9%-50.3pp | 69.5%-43.0pp |
| Annual return | 1019.12% | 24.46%+994.7pp | 28.19%+990.9pp | 81.01%+938.1pp |
| Employer contribution / active EE | $536 | $1,894-71.7% | $2,521-78.7% | $2,440-78.0% |
| Participant deferral / active EE | $1,253 | $3,270-61.7% | $4,048-69.1% | $3,608-65.3% |
| Admin fee / account holder | $688 | $5,055-86.4% | $7,491-90.8% | $5,124-86.6% |