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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 | $85,115 | $59,467+43.1% | $93,727-9.2% | $74,478+14.3% |
| Participation rate | 28.3% | 59.6%-31.3pp | 68.7%-40.4pp | 67.2%-38.9pp |
| Annual return | 23.97% | 82.14%-58.2pp | 133.83%-109.9pp | 1370.56%-1346.6pp |
| Employer contribution / active EE | $662 | $1,267-47.7% | $2,421-72.6% | $2,626-74.8% |
| Participant deferral / active EE | $1,004 | $3,052-67.1% | $4,417-77.3% | $4,350-76.9% |
| Admin fee / account holder | $3,690 | $3,028+21.8% | $8,292-55.5% | $1,946+89.6% |