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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 | $44,985 | $55,441-18.9% | $76,002-40.8% | $77,671-42.1% |
| Participation rate | 25.0% | 63.6%-38.6pp | 69.1%-44.1pp | 70.6%-45.6pp |
| Annual return | 35.40% | 17.08%+18.3pp | 360.07%-324.7pp | 31.21%+4.2pp |
| Employer contribution / active EE | $1,174 | $1,789-34.4% | $2,688-56.3% | $2,726-56.9% |
| Participant deferral / active EE | $158 | $3,451-95.4% | $4,257-96.3% | $4,648-96.6% |
| Admin fee / account holder | $3,221 | $407+691.7% | $6,414-49.8% | $430+648.3% |