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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 | $81,689 | $99,957-18.3% | $149,745-45.4% | $73,497+11.1% |
| Participation rate | 39.4% | 75.7%-36.3pp | 82.5%-43.1pp | 70.7%-31.3pp |
| Annual return | 471.19% | 53.87%+417.3pp | 276.72%+194.5pp | 28.51%+442.7pp |
| Employer contribution / active EE | $869 | $3,191-72.8% | $4,646-81.3% | $2,270-61.7% |
| Participant deferral / active EE | $1,691 | $6,073-72.2% | $6,843-75.3% | $3,740-54.8% |
| Admin fee / account holder | $13,816 | $551+2408.8% | $9,312+48.4% | $513+2592.8% |