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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 | $14,325 | $26,137-45.2% | $58,561-75.5% | $74,460-80.8% |
| Participation rate | 6.4% | 32.2%-25.7pp | 50.9%-44.5pp | 70.7%-64.3pp |
| Annual return | 79.60% | 32.53%+47.1pp | 4251.33%-4171.7pp | 34.38%+45.2pp |
| Employer contribution / active EE | $144 | $537-73.3% | $1,053-86.4% | $2,638-94.6% |
| Participant deferral / active EE | $240 | $1,076-77.7% | $1,923-87.5% | $4,530-94.7% |
| Admin fee / account holder | $449 | $648-30.7% | $2,520-82.2% | $348+29.1% |