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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 | $44,183 | $106,008-58.3% | $92,240-52.1% | $147,586-70.1% |
| Participation rate | 36.8% | 80.4%-43.6pp | 76.5%-39.6pp | 82.8%-46.0pp |
| Annual return | 512.37% | 50.05%+462.3pp | 176.29%+336.1pp | 578.59%-66.2pp |
| Employer contribution / active EE | $9,963 | $4,333+129.9% | $3,680+170.8% | $4,876+104.3% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,269 | $6,333-80.0% | $5,194-75.6% | $10,886-88.3% |