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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 | $17,034 | $70,684-75.9% | $169,390-89.9% | $75,173-77.3% |
| Participation rate | 39.4% | 64.8%-25.4pp | 77.2%-37.8pp | 67.2%-27.8pp |
| Annual return | 44.97% | 36.38%+8.6pp | 406.07%-361.1pp | 160.72%-115.8pp |
| Employer contribution / active EE | $500 | $2,211-77.4% | $4,013-87.5% | $2,671-81.3% |
| Participant deferral / active EE | $850 | $4,310-80.3% | $6,222-86.3% | $4,126-79.4% |
| Admin fee / account holder | $953 | $5,404-82.4% | $9,015-89.4% | $5,651-83.1% |