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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 | $76,639 | $59,456+28.9% | $93,669-18.2% | $74,429+3.0% |
| Participation rate | 52.3% | 59.6%-7.4pp | 68.7%-16.4pp | 67.2%-14.9pp |
| Annual return | 13.35% | 82.00%-68.7pp | 133.59%-120.2pp | 1368.38%-1355.0pp |
| Employer contribution / active EE | $337 | $1,266-73.4% | $2,424-86.1% | $2,625-87.2% |
| Participant deferral / active EE | $1,066 | $3,052-65.1% | $4,416-75.9% | $4,348-75.5% |
| Admin fee / account holder | $8,609 | $3,026+184.5% | $8,291+3.8% | $1,944+342.8% |