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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 | $28,879 | $44,850-35.6% | $60,547-52.3% | $59,633-51.6% |
| Participation rate | 14.6% | 59.5%-44.9pp | 68.0%-53.4pp | 68.7%-54.1pp |
| Annual return | 130.64% | 1074.14%-943.5pp | 335.64%-205.0pp | 2041.45%-1910.8pp |
| Employer contribution / active EE | $339 | $1,462-76.8% | $2,419-86.0% | $2,203-84.6% |
| Participant deferral / active EE | $618 | $2,230-72.3% | $3,328-81.4% | $3,192-80.6% |
| Admin fee / account holder | $4,760 | $3,635+30.9% | $4,536+4.9% | $4,297+10.8% |