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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 | $50,680 | $77,157-34.3% | $108,405-53.2% | $85,847-41.0% |
| Participation rate | 48.3% | 74.7%-26.4pp | 80.1%-31.9pp | 69.3%-21.0pp |
| Annual return | 97.50% | 44.55%+53.0pp | 905.55%-808.0pp | 318.61%-221.1pp |
| Employer contribution / active EE | $1,154 | $2,379-51.5% | $3,559-67.6% | $2,565-55.0% |
| Participant deferral / active EE | $2,013 | $5,567-63.8% | $6,563-69.3% | $3,952-49.1% |
| Admin fee / account holder | $4,029 | $5,174-22.1% | $7,297-44.8% | $6,261-35.6% |