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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 | $88,590 | $96,643-8.3% | $86,617+2.3% | $139,456-36.5% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 14.47% | 106.57%-92.1pp | 591.91%-577.4pp | 373.45%-359.0pp |
| Employer contribution / active EE | $2,333 | $3,264-28.5% | $3,023-22.8% | $4,753-50.9% |
| Participant deferral / active EE | $0 | $4,835-100.0% | $4,437-100.0% | $6,711-100.0% |
| Admin fee / account holder | $442 | $6,406-93.1% | $5,613-92.1% | $11,407-96.1% |