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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 | $39,013 | $93,345-58.2% | $119,126-67.3% | $87,485-55.4% |
| Participation rate | 55.6% | 68.7%-13.2pp | 75.8%-20.2pp | 68.9%-13.4pp |
| Annual return | 70.81% | 19.08%+51.7pp | 282.11%-211.3pp | 26.06%+44.7pp |
| Employer contribution / active EE | $1,246 | $3,172-60.7% | $4,034-69.1% | $2,596-52.0% |
| Participant deferral / active EE | $1,511 | $4,099-63.1% | $5,318-71.6% | $4,274-64.6% |
| Admin fee / account holder | $1,996 | $8,039-75.2% | $10,693-81.3% | $7,775-74.3% |