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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 | $59,448-54.6% | $93,696-71.2% | $74,459-63.8% |
| Participation rate | 16.8% | 59.6%-42.8pp | 68.7%-51.9pp | 67.2%-50.4pp |
| Annual return | 18.38% | 82.11%-63.7pp | 133.74%-115.4pp | 1369.70%-1351.3pp |
| Employer contribution / active EE | $728 | $1,266-42.5% | $2,422-70.0% | $2,626-72.3% |
| Participant deferral / active EE | $1,125 | $3,052-63.1% | $4,417-74.5% | $4,350-74.1% |
| Admin fee / account holder | $2,189 | $3,027-27.7% | $8,287-73.6% | $1,945+12.6% |