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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 | $99,978 | $59,467+68.1% | $93,727+6.7% | $74,478+34.2% |
| Participation rate | 25.0% | 59.6%-34.6pp | 68.7%-43.7pp | 67.2%-42.2pp |
| Annual return | 11.38% | 82.14%-70.8pp | 133.83%-122.5pp | 1370.56%-1359.2pp |
| Employer contribution / active EE | $313 | $1,267-75.3% | $2,421-87.1% | $2,626-88.1% |
| Participant deferral / active EE | $933 | $3,052-69.4% | $4,417-78.9% | $4,350-78.6% |
| Admin fee / account holder | $6,300 | $3,028+108.0% | $8,292-24.0% | $1,946+223.7% |