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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 | $84,939 | $55,446+53.2% | $155,574-45.4% | $74,429+14.1% |
| Participation rate | 31.3% | 61.9%-30.6pp | 78.2%-46.9pp | 67.2%-35.9pp |
| Annual return | 14.04% | 269.20%-255.2pp | 64.87%-50.8pp | 1368.38%-1354.3pp |
| Employer contribution / active EE | $623 | $2,266-72.5% | $4,676-86.7% | $2,625-76.3% |
| Participant deferral / active EE | $769 | $2,836-72.9% | $5,629-86.3% | $4,348-82.3% |
| Admin fee / account holder | $5,077 | $1,743+191.3% | $15,914-68.1% | $1,944+161.1% |