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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 | $51,206 | $104,924-51.2% | $84,623-39.5% | $152,885-66.5% |
| Participation rate | 25.0% | 74.8%-49.8pp | 68.2%-43.2pp | 82.5%-57.5pp |
| Annual return | 8028.47% | 373.82%+7654.7pp | 258.77%+7769.7pp | 345.39%+7683.1pp |
| Employer contribution / active EE | $444 | $3,302-86.6% | $2,652-83.3% | $4,763-90.7% |
| Participant deferral / active EE | $749 | $4,689-84.0% | $3,899-80.8% | $5,851-87.2% |
| Admin fee / account holder | $382 | $6,242-93.9% | $4,913-92.2% | $11,598-96.7% |