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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 | $81,457-48.5% | $103,378-59.4% | $80,911-48.2% |
| Participation rate | 30.8% | 66.8%-36.1pp | 74.5%-43.7pp | 67.6%-36.9pp |
| Annual return | 100.43% | 25.58%+74.9pp | 24.91%+75.5pp | 35.63%+64.8pp |
| Employer contribution / active EE | $2,336 | $3,107-24.8% | $3,870-39.6% | $2,756-15.2% |
| Participant deferral / active EE | $1,337 | $3,871-65.5% | $5,058-73.6% | $4,297-68.9% |
| Admin fee / account holder | $572 | $6,717-91.5% | $8,401-93.2% | $6,935-91.8% |