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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 | $27,614 | $111,785-75.3% | $93,669-70.5% | $145,877-81.1% |
| Participation rate | 30.0% | 74.2%-44.2pp | 68.7%-38.7pp | 80.3%-50.3pp |
| Annual return | 13.79% | 203.79%-190.0pp | 133.59%-119.8pp | 551.28%-537.5pp |
| Employer contribution / active EE | $1,455 | $3,096-53.0% | $2,424-40.0% | $4,663-68.8% |
| Participant deferral / active EE | $768 | $4,919-84.4% | $4,416-82.6% | $6,691-88.5% |
| Admin fee / account holder | $3,875 | $10,256-62.2% | $8,291-53.3% | $13,402-71.1% |