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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 | $28,769 | $176,105-83.7% | $159,474-82.0% | $167,536-82.8% |
| Participation rate | 60.0% | 85.0%-25.0pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 387.64% | 331.91%+55.7pp | 263.68%+124.0pp | 478.82%-91.2pp |
| Employer contribution / active EE | $961 | $5,299-81.9% | $4,831-80.1% | $4,839-80.1% |
| Participant deferral / active EE | $1,586 | $7,751-79.5% | $7,353-78.4% | $6,342-75.0% |
| Admin fee / account holder | $1,737 | $12,559-86.2% | $10,802-83.9% | $12,315-85.9% |