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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 | $27,098 | $52,507-48.4% | $129,406-79.1% | $74,478-63.6% |
| Participation rate | 16.4% | 53.9%-37.5pp | 69.6%-53.3pp | 67.2%-50.8pp |
| Annual return | 75.53% | 15.64%+59.9pp | 9468.18%-9392.6pp | 1370.56%-1295.0pp |
| Employer contribution / active EE | $509 | $1,534-66.8% | $4,155-87.8% | $2,626-80.6% |
| Participant deferral / active EE | $780 | $2,801-72.1% | $4,167-81.3% | $4,350-82.1% |
| Admin fee / account holder | $1,960 | $2,639-25.7% | $7,689-74.5% | $1,946+0.8% |