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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 | $102,847 | $67,823+51.6% | $52,425+96.2% | $137,256-25.1% |
| Participation rate | 4.3% | 63.9%-59.6pp | 55.6%-51.3pp | 80.0%-75.6pp |
| Annual return | 11.48% | 219.11%-207.6pp | 302.12%-290.6pp | 220.34%-208.9pp |
| Employer contribution / active EE | $47 | $1,163-96.0% | $914-94.9% | $4,156-98.9% |
| Participant deferral / active EE | $225 | $2,288-90.2% | $1,790-87.4% | $6,407-96.5% |
| Admin fee / account holder | $4,072 | $2,844+43.2% | $2,495+63.2% | $12,270-66.8% |