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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 | $25,075 | $102,385-75.5% | $147,080-83.0% | $80,935-69.0% |
| Participation rate | 23.1% | 75.9%-52.8pp | 82.2%-59.1pp | 67.7%-44.6pp |
| Annual return | 49.36% | 135.09%-85.7pp | 420.17%-370.8pp | 35.66%+13.7pp |
| Employer contribution / active EE | $2,504 | $3,717-32.6% | $4,933-49.2% | $2,757-9.2% |
| Participant deferral / active EE | $64 | $6,651-99.0% | $8,066-99.2% | $4,299-98.5% |
| Admin fee / account holder | $310 | $7,951-96.1% | $12,989-97.6% | $6,924-95.5% |