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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 | $33,117 | $63,346-47.7% | $92,240-64.1% | $70,126-52.8% |
| Participation rate | 38.0% | 68.7%-30.6pp | 76.5%-38.5pp | 69.5%-31.5pp |
| Annual return | 17.97% | 530.19%-512.2pp | 176.29%-158.3pp | 73.15%-55.2pp |
| Employer contribution / active EE | $1,515 | $2,471-38.7% | $3,680-58.8% | $2,343-35.3% |
| Participant deferral / active EE | $974 | $2,854-65.9% | $3,897-75.0% | $3,332-70.8% |
| Admin fee / account holder | $2,790 | $3,841-27.4% | $5,194-46.3% | $4,645-39.9% |