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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 | $71,845 | $59,456+20.8% | $93,669-23.3% | $74,429-3.5% |
| Participation rate | 8.0% | 59.6%-51.7pp | 68.7%-60.8pp | 67.2%-59.3pp |
| Annual return | 11.95% | 82.00%-70.0pp | 133.59%-121.6pp | 1368.38%-1356.4pp |
| Employer contribution / active EE | $321 | $1,266-74.7% | $2,424-86.8% | $2,625-87.8% |
| Participant deferral / active EE | $952 | $3,052-68.8% | $4,416-78.4% | $4,348-78.1% |
| Admin fee / account holder | $841 | $3,026-72.2% | $8,291-89.9% | $1,944-56.8% |