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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 | $26,982 | $59,456-54.6% | $93,681-71.2% | $74,400-63.7% |
| Participation rate | 16.8% | 59.6%-42.8pp | 68.7%-51.9pp | 67.2%-50.4pp |
| Annual return | 18.38% | 82.00%-63.6pp | 133.47%-115.1pp | 1367.51%-1349.1pp |
| Employer contribution / active EE | $728 | $1,266-42.5% | $2,422-70.0% | $2,624-72.3% |
| Participant deferral / active EE | $1,125 | $3,052-63.1% | $4,415-74.5% | $4,348-74.1% |
| Admin fee / account holder | $2,189 | $3,026-27.6% | $8,290-73.6% | $1,944+12.6% |