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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 | $34,220 | $98,766-65.4% | $149,730-77.1% | $79,852-57.1% |
| Participation rate | 68.8% | 75.8%-7.0pp | 82.5%-13.7pp | 69.6%-0.9pp |
| Annual return | 67.57% | 27.43%+40.1pp | 276.70%-209.1pp | 31.72%+35.8pp |
| Employer contribution / active EE | $842 | $3,217-73.8% | $4,645-81.9% | $2,471-65.9% |
| Participant deferral / active EE | $2,124 | $5,681-62.6% | $6,843-69.0% | $3,740-43.2% |
| Admin fee / account holder | $3,360 | $6,052-44.5% | $9,310-63.9% | $5,306-36.7% |