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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 | $39,844 | $68,097-41.5% | $62,929-36.7% | $137,256-71.0% |
| Participation rate | 23.5% | 77.4%-53.9pp | 73.1%-49.6pp | 80.0%-56.4pp |
| Annual return | 360.74% | 1859.11%-1498.4pp | 1063.93%-703.2pp | 220.34%+140.4pp |
| Employer contribution / active EE | $414 | $2,811-85.3% | $2,505-83.5% | $4,156-90.0% |
| Participant deferral / active EE | $414 | $4,553-90.9% | $3,888-89.4% | $6,407-93.5% |
| Admin fee / account holder | $458 | $6,521-93.0% | $5,065-91.0% | $12,270-96.3% |