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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 | $40,305 | $59,006-31.7% | $97,260-58.6% | $74,459-45.9% |
| Participation rate | 20.6% | 63.7%-43.1pp | 72.7%-52.1pp | 67.2%-46.6pp |
| Annual return | 25.60% | 16.04%+9.6pp | 75.54%-49.9pp | 1369.70%-1344.1pp |
| Employer contribution / active EE | $597 | $1,894-68.5% | $2,721-78.1% | $2,626-77.3% |
| Participant deferral / active EE | $1,220 | $3,671-66.8% | $4,262-71.4% | $4,350-71.9% |
| Admin fee / account holder | $18,482 | $1,974+836.3% | $5,640+227.7% | $1,945+850.3% |