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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 | $41,455 | $65,575-36.8% | $86,209-51.9% | $75,181-44.9% |
| Participation rate | 55.3% | 60.5%-5.2pp | 69.0%-13.6pp | 67.2%-11.9pp |
| Annual return | 14.80% | 46.07%-31.3pp | 1169.05%-1154.3pp | 160.69%-145.9pp |
| Employer contribution / active EE | $762 | $1,553-51.0% | $2,381-68.0% | $2,671-71.5% |
| Participant deferral / active EE | $1,161 | $3,023-61.6% | $3,986-70.9% | $4,126-71.9% |
| Admin fee / account holder | $593 | $5,470-89.2% | $6,853-91.3% | $5,650-89.5% |