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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 | $41,999 | $78,607-46.6% | $105,624-60.2% | $74,478-43.6% |
| Participation rate | 34.3% | 72.8%-38.6pp | 75.3%-41.0pp | 67.2%-33.0pp |
| Annual return | 18.92% | 15.96%+3.0pp | 116.20%-97.3pp | 1370.56%-1351.6pp |
| Employer contribution / active EE | $1,010 | $2,523-60.0% | $3,168-68.1% | $2,626-61.5% |
| Participant deferral / active EE | $1,748 | $4,325-59.6% | $5,013-65.1% | $4,350-59.8% |
| Admin fee / account holder | $2,056 | $2,220-7.4% | $10,961-81.2% | $1,946+5.7% |