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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 | $24,668 | $74,661-67.0% | $160,784-84.7% | $67,986-63.7% |
| Participation rate | 18.3% | 57.1%-38.8pp | 77.0%-58.7pp | 57.2%-38.9pp |
| Annual return | 61.42% | 28.83%+32.6pp | 1803.92%-1742.5pp | 31.67%+29.8pp |
| Employer contribution / active EE | $464 | $1,829-74.6% | $3,733-87.6% | $2,019-77.0% |
| Participant deferral / active EE | $928 | $3,681-74.8% | $6,293-85.3% | $3,358-72.4% |
| Admin fee / account holder | $434 | $3,959-89.0% | $9,717-95.5% | $3,203-86.4% |