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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 | $23,119 | $175,257-86.8% | $149,717-84.6% | $139,456-83.4% |
| Participation rate | 28.6% | 83.4%-54.8pp | 78.8%-50.2pp | 80.3%-51.8pp |
| Annual return | 139.66% | 166.70%-27.0pp | 134.41%+5.2pp | 373.45%-233.8pp |
| Employer contribution / active EE | $1,393 | $5,477-74.6% | $4,820-71.1% | $4,753-70.7% |
| Participant deferral / active EE | $1,427 | $6,521-78.1% | $5,682-74.9% | $6,711-78.7% |
| Admin fee / account holder | $9,207 | $16,156-43.0% | $13,213-30.3% | $11,407-19.3% |