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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 | $42,576 | $79,209-46.2% | $102,434-58.4% | $74,459-42.8% |
| Participation rate | 50.4% | 74.8%-24.4pp | 76.5%-26.1pp | 67.2%-16.8pp |
| Annual return | 33.95% | 54.98%-21.0pp | 29.46%+4.5pp | 1369.70%-1335.8pp |
| Employer contribution / active EE | $846 | $2,362-64.2% | $3,023-72.0% | $2,626-67.8% |
| Participant deferral / active EE | $1,608 | $4,417-63.6% | $5,055-68.2% | $4,350-63.0% |
| Admin fee / account holder | $2,680 | $2,002+33.9% | $9,462-71.7% | $1,945+37.8% |