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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 | $47,590 | $63,346-24.9% | $92,240-48.4% | $70,126-32.1% |
| Participation rate | 66.7% | 68.7%-2.0pp | 76.5%-9.8pp | 69.5%-2.9pp |
| Annual return | 17.56% | 530.19%-512.6pp | 176.29%-158.7pp | 73.15%-55.6pp |
| Employer contribution / active EE | $685 | $2,471-72.3% | $3,680-81.4% | $2,343-70.7% |
| Participant deferral / active EE | $714 | $2,854-75.0% | $3,897-81.7% | $3,332-78.6% |
| Admin fee / account holder | $2,388 | $3,841-37.8% | $5,194-54.0% | $4,645-48.6% |