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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 | $39,564 | $55,423-28.6% | $155,602-74.6% | $74,400-46.8% |
| Participation rate | 20.3% | 61.9%-41.6pp | 78.2%-57.9pp | 67.2%-46.9pp |
| Annual return | 91.48% | 269.07%-177.6pp | 64.81%+26.7pp | 1367.51%-1276.0pp |
| Employer contribution / active EE | $388 | $2,266-82.9% | $4,675-91.7% | $2,624-85.2% |
| Participant deferral / active EE | $804 | $2,835-71.6% | $5,629-85.7% | $4,348-81.5% |
| Admin fee / account holder | $3,469 | $1,744+98.9% | $15,923-78.2% | $1,944+78.5% |