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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 | $42,632 | $80,812-47.2% | $160,784-73.5% | $82,448-48.3% |
| Participation rate | 21.4% | 66.2%-44.8pp | 77.0%-55.5pp | 68.1%-46.6pp |
| Annual return | 93.92% | 100.59%-6.7pp | 1803.92%-1710.0pp | 41.64%+52.3pp |
| Employer contribution / active EE | $562 | $2,174-74.2% | $3,733-85.0% | $2,551-78.0% |
| Participant deferral / active EE | $663 | $4,335-84.7% | $6,293-89.5% | $4,139-84.0% |
| Admin fee / account holder | $1,442 | $7,695-81.3% | $9,717-85.2% | $7,234-80.1% |