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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 | $29,794 | $65,555-54.6% | $86,216-65.4% | $75,173-60.4% |
| Participation rate | 60.8% | 60.5%+0.3pp | 69.0%-8.2pp | 67.2%-6.4pp |
| Annual return | 13.92% | 46.07%-32.1pp | 1169.42%-1155.5pp | 160.72%-146.8pp |
| Employer contribution / active EE | $851 | $1,553-45.2% | $2,382-64.3% | $2,671-68.1% |
| Participant deferral / active EE | $1,134 | $3,023-62.5% | $3,986-71.5% | $4,126-72.5% |
| Admin fee / account holder | $4,137 | $5,469-24.4% | $6,853-39.6% | $5,651-26.8% |