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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 | $132,070 | $88,778+48.8% | $81,844+61.4% | $145,884-9.5% |
| Participation rate | 26.3% | 75.1%-48.8pp | 72.4%-46.1pp | 80.3%-54.0pp |
| Annual return | 49.73% | 1033.03%-983.3pp | 778.87%-729.1pp | 551.85%-502.1pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $384 | $4,648-91.7% | $4,323-91.1% | $6,690-94.3% |
| Admin fee / account holder | $9,824 | $8,430+16.5% | $7,355+33.6% | $13,392-26.6% |