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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 | $96,914 | $59,467+63.0% | $93,727+3.4% | $74,478+30.1% |
| Participation rate | 26.8% | 59.6%-32.9pp | 68.7%-42.0pp | 67.2%-40.5pp |
| Annual return | 13.52% | 82.14%-68.6pp | 133.83%-120.3pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $572 | $1,267-54.8% | $2,421-76.4% | $2,626-78.2% |
| Participant deferral / active EE | $1,074 | $3,052-64.8% | $4,417-75.7% | $4,350-75.3% |
| Admin fee / account holder | $8,883 | $3,028+193.3% | $8,292+7.1% | $1,946+356.5% |