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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 | $36,008 | $93,617-61.5% | $135,982-73.5% | $75,177-52.1% |
| Participation rate | 47.0% | 75.2%-28.2pp | 81.9%-35.0pp | 67.2%-20.2pp |
| Annual return | 46.44% | 30.89%+15.6pp | 68.32%-21.9pp | 160.75%-114.3pp |
| Employer contribution / active EE | $1,286 | $3,538-63.7% | $4,859-73.5% | $2,671-51.9% |
| Participant deferral / active EE | $395 | $6,406-93.8% | $7,760-94.9% | $4,126-90.4% |
| Admin fee / account holder | $20,610 | $6,980+195.3% | $10,767+91.4% | $5,651+264.7% |