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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 | $37,823 | $54,370-30.4% | $82,763-54.3% | $68,490-44.8% |
| Participation rate | 29.7% | 63.9%-34.2pp | 72.6%-42.9pp | 67.9%-38.2pp |
| Annual return | 257.80% | -13.67%+271.5pp | 702.45%-444.6pp | -7.85%+265.7pp |
| Employer contribution / active EE | $502 | $2,219-77.4% | $3,008-83.3% | $2,597-80.7% |
| Participant deferral / active EE | $861 | $3,247-73.5% | $4,395-80.4% | $4,028-78.6% |
| Admin fee / account holder | $876 | $4,398-80.1% | $5,325-83.6% | $5,403-83.8% |