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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 | $33,314 | $93,589-64.4% | $135,942-75.5% | $75,181-55.7% |
| Participation rate | 32.5% | 75.2%-42.7pp | 81.9%-49.4pp | 67.2%-34.7pp |
| Annual return | 64.96% | 30.90%+34.1pp | 68.28%-3.3pp | 160.69%-95.7pp |
| Employer contribution / active EE | $1,066 | $3,537-69.9% | $4,858-78.1% | $2,671-60.1% |
| Participant deferral / active EE | $1,873 | $6,405-70.8% | $7,759-75.9% | $4,126-54.6% |
| Admin fee / account holder | $356 | $6,977-94.9% | $10,764-96.7% | $5,650-93.7% |