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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 | $34,150 | $65,555-47.9% | $86,216-60.4% | $75,173-54.6% |
| Participation rate | 27.3% | 60.5%-33.2pp | 69.0%-41.7pp | 67.2%-39.9pp |
| Annual return | 21.17% | 46.07%-24.9pp | 1169.42%-1148.2pp | 160.72%-139.6pp |
| Employer contribution / active EE | $719 | $1,553-53.7% | $2,382-69.8% | $2,671-73.1% |
| Participant deferral / active EE | $1,159 | $3,023-61.7% | $3,986-70.9% | $4,126-71.9% |
| Admin fee / account holder | $1,398 | $5,469-74.4% | $6,853-79.6% | $5,651-75.3% |