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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 | $69,721 | $65,423+6.6% | $98,477-29.2% | $85,856-18.8% |
| Participation rate | 3.4% | 65.0%-61.6pp | 73.3%-69.9pp | 69.3%-65.9pp |
| Annual return | 20.98% | 21.76%-0.8pp | 1493.59%-1472.6pp | 318.58%-297.6pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $19 | $3,167-99.4% | $4,276-99.6% | $3,952-99.5% |
| Admin fee / account holder | $5,000 | $4,594+8.8% | $5,951-16.0% | $6,261-20.1% |