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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 | $50,384 | $54,717-7.9% | $86,216-41.6% | $71,511-29.5% |
| Participation rate | 30.7% | 60.1%-29.4pp | 69.0%-38.2pp | 67.9%-37.2pp |
| Annual return | 16.79% | 20.07%-3.3pp | 1169.42%-1152.6pp | 28.86%-12.1pp |
| Employer contribution / active EE | $723 | $1,267-42.9% | $2,382-69.6% | $2,589-72.1% |
| Participant deferral / active EE | $1,352 | $3,110-56.5% | $3,986-66.1% | $4,291-68.5% |
| Admin fee / account holder | $4,777 | $1,922+148.5% | $6,853-30.3% | $1,588+200.7% |