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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 | $79,602 | $150,447-47.1% | $136,298-41.6% | $147,586-46.1% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 13126.60% | 1049.15%+12077.4pp | 5156.27%+7970.3pp | 578.59%+12548.0pp |
| Employer contribution / active EE | $1,231 | $5,256-76.6% | $4,696-73.8% | $4,876-74.8% |
| Participant deferral / active EE | $1,231 | $6,631-81.4% | $6,247-80.3% | $5,439-77.4% |
| Admin fee / account holder | $454 | $10,906-95.8% | $9,244-95.1% | $10,886-95.8% |