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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 | $59,982 | $102,382-41.4% | $147,005-59.2% | $80,874-25.8% |
| Participation rate | 65.4% | 75.8%-10.5pp | 82.2%-16.8pp | 67.6%-2.3pp |
| Annual return | 91.41% | 134.89%-43.5pp | 418.76%-327.4pp | 35.62%+55.8pp |
| Employer contribution / active EE | $5,187 | $3,715+39.6% | $4,934+5.1% | $2,756+88.2% |
| Participant deferral / active EE | $1,018 | $6,646-84.7% | $8,070-87.4% | $4,297-76.3% |
| Admin fee / account holder | $5,460 | $7,942-31.3% | $13,006-58.0% | $6,935-21.3% |