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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 | $16,106 | $65,440-75.4% | $98,506-83.6% | $85,851-81.2% |
| Participation rate | 46.7% | 65.0%-18.3pp | 73.3%-26.7pp | 69.3%-22.7pp |
| Annual return | 55.99% | 21.75%+34.2pp | 1494.92%-1438.9pp | 318.63%-262.6pp |
| Employer contribution / active EE | $568 | $2,169-73.8% | $2,961-80.8% | $2,565-77.8% |
| Participant deferral / active EE | $835 | $3,168-73.6% | $4,277-80.5% | $3,952-78.9% |
| Admin fee / account holder | $681 | $4,596-85.2% | $5,955-88.6% | $6,261-89.1% |