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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 | $46,150 | $99,652-53.7% | $78,778-41.4% | $147,586-68.7% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 24.85% | 47.28%-22.4pp | 35.62%-10.8pp | 578.59%-553.7pp |
| Employer contribution / active EE | $370 | $2,796-86.8% | $1,986-81.3% | $4,876-92.4% |
| Participant deferral / active EE | $734 | $3,664-80.0% | $2,958-75.2% | $5,439-86.5% |
| Admin fee / account holder | $2,371 | $7,155-66.9% | $5,134-53.8% | $10,886-78.2% |