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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 | $26,861 | $96,643-72.2% | $86,617-69.0% | $139,456-80.7% |
| Participation rate | 36.4% | 74.4%-38.0pp | 71.7%-35.3pp | 80.3%-44.0pp |
| Annual return | 86.11% | 106.57%-20.5pp | 591.91%-505.8pp | 373.45%-287.3pp |
| Employer contribution / active EE | $689 | $3,264-78.9% | $3,023-77.2% | $4,753-85.5% |
| Participant deferral / active EE | $811 | $4,835-83.2% | $4,437-81.7% | $6,711-87.9% |
| Admin fee / account holder | $621 | $6,406-90.3% | $5,613-88.9% | $11,407-94.6% |