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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 | $63,215 | $38,365+64.8% | $84,623-25.3% | $65,185-3.0% |
| Participation rate | 7.5% | 55.7%-48.2pp | 68.2%-60.7pp | 70.2%-62.7pp |
| Annual return | 118.94% | 32.00%+86.9pp | 258.77%-139.8pp | 29.38%+89.6pp |
| Employer contribution / active EE | $306 | $1,258-75.7% | $2,652-88.5% | $2,177-85.9% |
| Participant deferral / active EE | $738 | $2,278-67.6% | $3,899-81.1% | $3,514-79.0% |
| Admin fee / account holder | $23,031 | $451+5002.7% | $4,913+368.8% | $847+2618.5% |