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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 | $41,948 | $81,487-48.5% | $102,412-59.0% | $80,935-48.2% |
| Participation rate | 30.8% | 66.8%-36.1pp | 74.5%-43.7pp | 67.7%-36.9pp |
| Annual return | 100.43% | 25.60%+74.8pp | 24.94%+75.5pp | 35.66%+64.8pp |
| Employer contribution / active EE | $2,336 | $3,103-24.7% | $3,870-39.6% | $2,757-15.3% |
| Participant deferral / active EE | $1,337 | $3,871-65.5% | $5,060-73.6% | $4,299-68.9% |
| Admin fee / account holder | $572 | $6,717-91.5% | $8,388-93.2% | $6,924-91.7% |