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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 | $26,034 | $70,002-62.8% | $115,038-77.4% | $52,331-50.3% |
| Participation rate | 67.9% | 72.1%-4.2pp | 81.4%-13.5pp | 68.1%-0.2pp |
| Annual return | 504.10% | 4.04%+500.1pp | 26.14%+478.0pp | 4.54%+499.6pp |
| Employer contribution / active EE | $4,728 | $2,715+74.2% | $4,608+2.6% | $1,882+151.3% |
| Participant deferral / active EE | $1,000 | $4,920-79.7% | $6,026-83.4% | $3,022-66.9% |
| Admin fee / account holder | $387 | $566-31.6% | $8,175-95.3% | $592-34.6% |