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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 | $33,529 | $111,301-69.9% | $112,977-70.3% | $158,982-78.9% |
| Participation rate | 60.0% | 83.5%-23.5pp | 82.6%-22.6pp | 82.0%-22.0pp |
| Annual return | 182.45% | 26.40%+156.1pp | 24.24%+158.2pp | 302.99%-120.5pp |
| Employer contribution / active EE | $2,731 | $4,471-38.9% | $4,255-35.8% | $4,763-42.7% |
| Participant deferral / active EE | $40 | $5,880-99.3% | $5,836-99.3% | $5,983-99.3% |
| Admin fee / account holder | $608 | $8,392-92.8% | $6,294-90.3% | $11,252-94.6% |