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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 | $48,330 | $162,967-70.3% | $135,792-64.4% | $138,895-65.2% |
| Participation rate | 42.9% | 78.3%-35.5pp | 72.6%-29.7pp | 79.9%-37.1pp |
| Annual return | 68.11% | 30.08%+38.0pp | 25.96%+42.2pp | 145.39%-77.3pp |
| Employer contribution / active EE | $1,002 | $4,211-76.2% | $3,496-71.3% | $4,194-76.1% |
| Participant deferral / active EE | $0 | $5,640-100.0% | $4,759-100.0% | $6,396-100.0% |
| Admin fee / account holder | $29,088 | $15,306+90.0% | $12,266+137.2% | $12,562+131.6% |