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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 | $29,932 | $111,535-73.2% | $105,223-71.6% | $137,256-78.2% |
| Participation rate | 43.8% | 78.1%-34.3pp | 75.0%-31.3pp | 80.0%-36.2pp |
| Annual return | 495.65% | 237.85%+257.8pp | 180.65%+315.0pp | 220.34%+275.3pp |
| Employer contribution / active EE | $906 | $3,939-77.0% | $3,689-75.4% | $4,156-78.2% |
| Participant deferral / active EE | $1,275 | $5,500-76.8% | $5,072-74.9% | $6,407-80.1% |
| Admin fee / account holder | $2,349 | $9,721-75.8% | $8,859-73.5% | $12,270-80.9% |