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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 | $73,242 | $64,359+13.8% | $90,161-18.8% | $70,126+4.4% |
| Participation rate | 51.7% | 70.4%-18.7pp | 76.9%-25.1pp | 69.5%-17.8pp |
| Annual return | 899.20% | 28.13%+871.1pp | 34.89%+864.3pp | 73.15%+826.0pp |
| Employer contribution / active EE | $286 | $2,046-86.0% | $3,318-91.4% | $2,343-87.8% |
| Participant deferral / active EE | $764 | $4,389-82.6% | $5,287-85.5% | $3,332-77.1% |
| Admin fee / account holder | $1,790 | $3,945-54.6% | $5,943-69.9% | $4,645-61.5% |