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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 | $77,658 | $48,053+61.6% | $84,628-8.2% | $72,975+6.4% |
| Participation rate | 3.0% | 57.6%-54.5pp | 68.2%-65.2pp | 69.5%-66.5pp |
| Annual return | 41.34% | 37.39%+4.0pp | 258.80%-217.5pp | 81.01%-39.7pp |
| Employer contribution / active EE | $275 | $1,602-82.9% | $2,653-89.7% | $2,440-88.7% |
| Participant deferral / active EE | $576 | $2,681-78.5% | $3,900-85.2% | $3,608-84.0% |
| Admin fee / account holder | $653 | $3,395-80.8% | $4,914-86.7% | $5,124-87.2% |