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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 | $77,815 | $65,395+19.0% | $182,558-57.4% | $72,976+6.6% |
| Participation rate | 61.3% | 65.4%-4.2pp | 78.0%-16.7pp | 69.5%-8.2pp |
| Annual return | 346.31% | 27.68%+318.6pp | 148.59%+197.7pp | 81.02%+265.3pp |
| Employer contribution / active EE | $608 | $1,911-68.2% | $4,076-85.1% | $2,440-75.1% |
| Participant deferral / active EE | $1,084 | $3,563-69.6% | $5,526-80.4% | $3,608-69.9% |
| Admin fee / account holder | $2,654 | $4,245-37.5% | $8,594-69.1% | $5,124-48.2% |