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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 | $53,601 | $106,005-49.4% | $92,239-41.9% | $147,585-63.7% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 15.23% | 50.05%-34.8pp | 176.29%-161.1pp | 578.58%-563.4pp |
| Employer contribution / active EE | $1,971 | $4,333-54.5% | $3,680-46.4% | $4,876-59.6% |
| Participant deferral / active EE | $1,069 | $4,478-76.1% | $3,897-72.6% | $5,439-80.3% |
| Admin fee / account holder | $10,988 | $6,333+73.5% | $5,194+111.6% | $10,886+0.9% |