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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% | $129,295-79.0% | $74,546-63.6% |
| Participation rate | 16.4% | 53.8%-37.5pp | 69.6%-53.2pp | 67.2%-50.8pp |
| Annual return | 75.53% | 15.65%+59.9pp | 9429.28%-9353.7pp | 1366.03%-1290.5pp |
| Employer contribution / active EE | $509 | $1,532-66.8% | $4,157-87.8% | $2,624-80.6% |
| Participant deferral / active EE | $780 | $2,797-72.1% | $4,169-81.3% | $4,347-82.1% |
| Admin fee / account holder | $1,960 | $2,636-25.6% | $7,665-74.4% | $1,944+0.9% |