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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 | $109,782-61.2% | $260,467-83.6% | $94,015-54.7% |
| Participation rate | 21.4% | 67.2%-45.8pp | 80.5%-59.0pp | 70.8%-49.4pp |
| Annual return | 93.92% | 18.60%+75.3pp | 100.60%-6.7pp | 17.84%+76.1pp |
| Employer contribution / active EE | $562 | $2,147-73.8% | $4,239-86.7% | $2,790-79.9% |
| Participant deferral / active EE | $663 | $4,044-83.6% | $6,319-89.5% | $4,249-84.4% |
| Admin fee / account holder | $1,442 | $11,958-87.9% | $15,461-90.7% | $8,951-83.9% |