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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 | $29,787 | $138,075-78.4% | $123,552-75.9% | $135,379-78.0% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | 92.13% | 153.70%-61.6pp | 119.20%-27.1pp | 519.79%-427.7pp |
| Employer contribution / active EE | $2,561 | $5,152-50.3% | $4,628-44.7% | $4,779-46.4% |
| Participant deferral / active EE | $2,096 | $6,800-69.2% | $6,426-67.4% | $5,609-62.6% |
| Admin fee / account holder | $5,041 | $10,917-53.8% | $9,285-45.7% | $10,828-53.4% |