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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 | $59,456+68.2% | $93,669+6.7% | $74,429+34.3% |
| Participation rate | 25.0% | 59.6%-34.6pp | 68.7%-43.7pp | 67.2%-42.2pp |
| Annual return | 11.38% | 82.00%-70.6pp | 133.59%-122.2pp | 1368.38%-1357.0pp |
| Employer contribution / active EE | $313 | $1,266-75.3% | $2,424-87.1% | $2,625-88.1% |
| Participant deferral / active EE | $933 | $3,052-69.4% | $4,416-78.9% | $4,348-78.5% |
| Admin fee / account holder | $6,300 | $3,026+108.2% | $8,291-24.0% | $1,944+224.0% |