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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 | $21,221 | $105,856-80.0% | $90,161-76.5% | $147,585-85.6% |
| Participation rate | 33.3% | 79.7%-46.4pp | 76.9%-43.5pp | 82.8%-49.5pp |
| Annual return | 65.09% | 37.63%+27.5pp | 34.89%+30.2pp | 578.58%-513.5pp |
| Employer contribution / active EE | $1,173 | $4,126-71.6% | $3,318-64.6% | $4,876-75.9% |
| Participant deferral / active EE | $1,445 | $5,733-74.8% | $5,287-72.7% | $5,439-73.4% |
| Admin fee / account holder | $838 | $8,046-89.6% | $5,943-85.9% | $10,886-92.3% |