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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 | $37,964 | $54,729-30.6% | $86,235-56.0% | $71,529-46.9% |
| Participation rate | 42.2% | 60.1%-17.9pp | 69.0%-26.7pp | 67.9%-25.7pp |
| Annual return | 113.85% | 20.07%+93.8pp | 1170.03%-1056.2pp | 28.97%+84.9pp |
| Employer contribution / active EE | $485 | $1,267-61.7% | $2,381-79.6% | $2,590-81.3% |
| Participant deferral / active EE | $912 | $3,110-70.7% | $3,987-77.1% | $4,291-78.7% |
| Admin fee / account holder | $1,079 | $1,921-43.8% | $6,856-84.3% | $1,588-32.0% |