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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 | $37,883 | $57,350-33.9% | $83,850-54.8% | $64,181-41.0% |
| Participation rate | 29.7% | 68.6%-38.9pp | 76.1%-46.4pp | 69.6%-39.8pp |
| Annual return | 42.10% | 11.38%+30.7pp | 850.92%-808.8pp | 7.63%+34.5pp |
| Employer contribution / active EE | $736 | $2,545-71.1% | $3,631-79.7% | $2,381-69.1% |
| Participant deferral / active EE | $997 | $2,993-66.7% | $4,082-75.6% | $3,470-71.3% |
| Admin fee / account holder | $1,423 | $4,046-64.8% | $5,478-74.0% | $4,887-70.9% |