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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 | $25,611 | $106,005-75.8% | $92,239-72.2% | $147,585-82.6% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 17.02% | 50.05%-33.0pp | 176.29%-159.3pp | 578.58%-561.6pp |
| Employer contribution / active EE | $988 | $4,333-77.2% | $3,680-73.1% | $4,876-79.7% |
| Participant deferral / active EE | $1,108 | $4,478-75.3% | $3,897-71.6% | $5,439-79.6% |
| Admin fee / account holder | $1,852 | $6,333-70.8% | $5,194-64.4% | $10,886-83.0% |