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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 | $139,994 | $59,456+135.5% | $93,681+49.4% | $74,400+88.2% |
| Participation rate | 16.5% | 59.6%-43.1pp | 68.7%-52.2pp | 67.2%-50.7pp |
| Annual return | 20.71% | 82.00%-61.3pp | 133.47%-112.8pp | 1367.51%-1346.8pp |
| Employer contribution / active EE | $345 | $1,266-72.8% | $2,422-85.8% | $2,624-86.9% |
| Participant deferral / active EE | $771 | $3,052-74.7% | $4,415-82.5% | $4,348-82.3% |
| Admin fee / account holder | $8,198 | $3,026+170.9% | $8,290-1.1% | $1,944+321.8% |