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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 | $20,154 | $34,316-41.3% | $74,722-73.0% | $72,975-72.4% |
| Participation rate | 7.8% | 42.4%-34.6pp | 54.5%-46.6pp | 69.5%-61.6pp |
| Annual return | 34.31% | 26.58%+7.7pp | 753.11%-718.8pp | 81.01%-46.7pp |
| Employer contribution / active EE | $156 | $692-77.4% | $1,084-85.6% | $2,440-93.6% |
| Participant deferral / active EE | $334 | $1,272-73.7% | $1,963-83.0% | $3,608-90.7% |
| Admin fee / account holder | $725 | $2,125-65.9% | $3,335-78.3% | $5,124-85.9% |