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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 | $33,221 | $99,875-66.7% | $146,866-77.4% | $86,983-61.8% |
| Participation rate | 16.7% | 75.8%-59.1pp | 82.5%-65.8pp | 69.5%-52.9pp |
| Annual return | 469.80% | 28.10%+441.7pp | 102.85%+367.0pp | 25.83%+444.0pp |
| Employer contribution / active EE | $427 | $3,224-86.8% | $4,425-90.3% | $2,584-83.5% |
| Participant deferral / active EE | $1,267 | $6,322-80.0% | $7,759-83.7% | $4,194-69.8% |
| Admin fee / account holder | $1,387 | $7,838-82.3% | $13,620-89.8% | $7,856-82.3% |