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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 | $39,236 | $80,674-51.4% | $119,126-67.1% | $64,340-39.0% |
| Participation rate | 25.0% | 55.2%-30.2pp | 75.8%-50.8pp | 55.2%-30.2pp |
| Annual return | 49.05% | 26.86%+22.2pp | 282.11%-233.1pp | 24.14%+24.9pp |
| Employer contribution / active EE | $858 | $2,564-66.5% | $4,034-78.7% | $1,862-53.9% |
| Participant deferral / active EE | $1,374 | $3,053-55.0% | $5,318-74.2% | $2,980-53.9% |
| Admin fee / account holder | $820 | $4,559-82.0% | $10,693-92.3% | $3,703-77.9% |