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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 | $88,672-13.8% | $105,223-27.4% | $82,448-7.3% |
| Participation rate | 23.7% | 67.9%-44.2pp | 75.0%-51.4pp | 68.1%-44.4pp |
| Annual return | 1109.31% | 30.86%+1078.5pp | 180.65%+928.7pp | 41.64%+1067.7pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,286 | $4,036-68.1% | $5,072-74.6% | $4,139-68.9% |
| Admin fee / account holder | $1,767 | $7,146-75.3% | $8,859-80.1% | $7,234-75.6% |