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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 | $82,857 | $89,588-7.5% | $133,698-38.0% | $77,762+6.6% |
| Participation rate | 33.3% | 74.3%-41.0pp | 76.4%-43.1pp | 70.6%-37.3pp |
| Annual return | 97.24% | 17.42%+79.8pp | 580.90%-483.7pp | 31.27%+66.0pp |
| Employer contribution / active EE | $1,128 | $3,491-67.7% | $4,218-73.2% | $2,728-58.6% |
| Participant deferral / active EE | $2,224 | $5,592-60.2% | $7,016-68.3% | $4,651-52.2% |
| Admin fee / account holder | $14,502 | $539+2591.3% | $6,703+116.4% | $433+3250.0% |