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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 | $169,876 | $102,595+65.6% | $94,057+80.6% | $154,746+9.8% |
| Participation rate | 4.5% | 76.0%-71.4pp | 73.3%-68.8pp | 80.7%-76.2pp |
| Annual return | 13.45% | 583.42%-570.0pp | 480.62%-467.2pp | 172.34%-158.9pp |
| Employer contribution / active EE | $344 | $3,147-89.1% | $2,933-88.3% | $4,379-92.2% |
| Participant deferral / active EE | $573 | $5,118-88.8% | $4,709-87.8% | $6,730-91.5% |
| Admin fee / account holder | $2,703 | $7,736-65.1% | $7,244-62.7% | $14,365-81.2% |