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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 | $102,422-41.4% | $147,117-59.2% | $80,959-25.9% |
| Participation rate | 65.4% | 75.9%-10.5pp | 82.2%-16.8pp | 67.7%-2.3pp |
| Annual return | 91.41% | 135.16%-43.8pp | 420.54%-329.1pp | 35.67%+55.7pp |
| Employer contribution / active EE | $5,187 | $3,717+39.5% | $4,932+5.2% | $2,757+88.1% |
| Participant deferral / active EE | $1,018 | $6,652-84.7% | $8,065-87.4% | $4,300-76.3% |
| Admin fee / account holder | $5,460 | $7,953-31.4% | $12,993-58.0% | $6,925-21.2% |