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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 | $26,331 | $65,434-59.8% | $98,483-73.3% | $85,847-69.3% |
| Participation rate | 48.5% | 65.0%-16.5pp | 73.3%-24.9pp | 69.3%-20.8pp |
| Annual return | 18.53% | 21.75%-3.2pp | 1494.38%-1475.8pp | 318.61%-300.1pp |
| Employer contribution / active EE | $2,335 | $2,169+7.6% | $2,961-21.1% | $2,565-9.0% |
| Participant deferral / active EE | $699 | $3,168-77.9% | $4,276-83.6% | $3,952-82.3% |
| Admin fee / account holder | $1,315 | $4,595-71.4% | $5,953-77.9% | $6,261-79.0% |