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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 | $102,382-53.5% | $147,005-67.6% | $80,874-41.1% |
| Participation rate | 29.0% | 75.8%-46.8pp | 82.2%-53.1pp | 67.6%-38.6pp |
| Annual return | 40.71% | 134.89%-94.2pp | 418.76%-378.1pp | 35.62%+5.1pp |
| Employer contribution / active EE | $3,142 | $3,715-15.4% | $4,934-36.3% | $2,756+14.0% |
| Participant deferral / active EE | $300 | $6,646-95.5% | $8,070-96.3% | $4,297-93.0% |
| Admin fee / account holder | $6,277 | $7,942-21.0% | $13,006-51.7% | $6,935-9.5% |