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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 | $41,667 | $112,112-62.8% | $95,956-56.6% | $158,950-73.8% |
| Participation rate | 55.6% | 79.0%-23.4pp | 77.1%-21.5pp | 82.0%-26.4pp |
| Annual return | 15.30% | 171.15%-155.8pp | 91.63%-76.3pp | 302.91%-287.6pp |
| Employer contribution / active EE | $1,498 | $3,199-53.2% | $2,541-41.0% | $4,762-68.5% |
| Participant deferral / active EE | $1,240 | $4,784-74.1% | $4,167-70.2% | $5,983-79.3% |
| Admin fee / account holder | $760 | $10,134-92.5% | $6,797-88.8% | $11,248-93.2% |