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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 | $76,422 | $93,345-18.1% | $119,126-35.8% | $87,485-12.6% |
| Participation rate | 23.7% | 68.7%-45.1pp | 75.8%-52.1pp | 68.9%-45.2pp |
| Annual return | 1109.31% | 19.08%+1090.2pp | 282.11%+827.2pp | 26.06%+1083.3pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,286 | $4,099-68.6% | $5,318-75.8% | $4,274-69.9% |
| Admin fee / account holder | $1,767 | $8,039-78.0% | $10,693-83.5% | $7,775-77.3% |