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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 | $52,450-48.3% | $129,397-79.1% | $74,429-63.6% |
| Participation rate | 16.4% | 53.8%-37.5pp | 69.6%-53.2pp | 67.2%-50.8pp |
| Annual return | 75.53% | 15.65%+59.9pp | 9453.98%-9378.4pp | 1368.38%-1292.9pp |
| Employer contribution / active EE | $509 | $1,532-66.8% | $4,154-87.8% | $2,625-80.6% |
| Participant deferral / active EE | $780 | $2,797-72.1% | $4,167-81.3% | $4,348-82.1% |
| Admin fee / account holder | $1,960 | $2,636-25.6% | $7,679-74.5% | $1,944+0.8% |