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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 | $47,651 | $102,422-53.5% | $147,117-67.6% | $80,959-41.1% |
| Participation rate | 29.0% | 75.9%-46.8pp | 82.2%-53.2pp | 67.7%-38.6pp |
| Annual return | 40.71% | 135.16%-94.4pp | 420.54%-379.8pp | 35.67%+5.0pp |
| Employer contribution / active EE | $3,142 | $3,717-15.5% | $4,932-36.3% | $2,757+13.9% |
| Participant deferral / active EE | $300 | $6,652-95.5% | $8,065-96.3% | $4,300-93.0% |
| Admin fee / account holder | $6,277 | $7,953-21.1% | $12,993-51.7% | $6,925-9.4% |