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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 | $28,702 | $65,566-56.2% | $86,235-66.7% | $75,177-61.8% |
| Participation rate | 68.3% | 60.5%+7.8pp | 69.0%-0.6pp | 67.2%+1.1pp |
| Annual return | 13.83% | 46.07%-32.2pp | 1170.03%-1156.2pp | 160.75%-146.9pp |
| Employer contribution / active EE | $571 | $1,553-63.2% | $2,381-76.0% | $2,671-78.6% |
| Participant deferral / active EE | $856 | $3,023-71.7% | $3,987-78.5% | $4,126-79.3% |
| Admin fee / account holder | $1,745 | $5,470-68.1% | $6,856-74.5% | $5,651-69.1% |