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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 | $42,632 | $90,400-52.8% | $186,193-77.1% | $87,485-51.3% |
| Participation rate | 21.4% | 66.2%-44.8pp | 77.1%-55.7pp | 68.9%-47.5pp |
| Annual return | 93.92% | 22.15%+71.8pp | 78.03%+15.9pp | 26.06%+67.9pp |
| Employer contribution / active EE | $562 | $2,170-74.1% | $3,918-85.7% | $2,596-78.4% |
| Participant deferral / active EE | $663 | $4,330-84.7% | $6,513-89.8% | $4,274-84.5% |
| Admin fee / account holder | $1,442 | $8,673-83.4% | $11,058-87.0% | $7,775-81.4% |