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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 | $35,547 | $115,810-69.3% | $101,271-64.9% | $158,966-77.6% |
| Participation rate | 54.5% | 79.4%-24.8pp | 75.8%-21.3pp | 82.0%-27.4pp |
| Annual return | 15.88% | 56.15%-40.3pp | 46.48%-30.6pp | 302.95%-287.1pp |
| Employer contribution / active EE | $1,011 | $4,175-75.8% | $3,660-72.4% | $4,762-78.8% |
| Participant deferral / active EE | $1,117 | $4,958-77.5% | $4,371-74.4% | $5,983-81.3% |
| Admin fee / account holder | $2,002 | $7,248-72.4% | $5,948-66.3% | $11,250-82.2% |