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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 | $148,749 | $49,199+202.3% | $121,204+22.7% | $75,173+97.9% |
| Participation rate | 20.0% | 55.4%-35.4pp | 69.5%-49.5pp | 67.2%-47.2pp |
| Annual return | 13.81% | 56.04%-42.2pp | 987.18%-973.4pp | 160.72%-146.9pp |
| Employer contribution / active EE | $491 | $1,547-68.2% | $4,170-88.2% | $2,671-81.6% |
| Participant deferral / active EE | $571 | $2,630-78.3% | $4,083-86.0% | $4,126-86.2% |
| Admin fee / account holder | $32,876 | $3,946+733.1% | $5,651+481.7% | $5,651+481.8% |