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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 | $85,961 | $55,715+54.3% | $124,206-30.8% | $71,012+21.1% |
| Participation rate | 6.3% | 34.7%-28.4pp | 69.6%-63.3pp | 58.6%-52.3pp |
| Annual return | 13.19% | 73.23%-60.0pp | 515.27%-502.1pp | 37.67%-24.5pp |
| Employer contribution / active EE | $148 | $964-84.7% | $3,540-95.8% | $2,348-93.7% |
| Participant deferral / active EE | $269 | $1,833-85.3% | $3,968-93.2% | $3,246-91.7% |
| Admin fee / account holder | $845 | $1,481-42.9% | $5,929-85.7% | $1,167-27.6% |