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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 | $78,922 | $49,199+60.4% | $121,204-34.9% | $75,173+5.0% |
| Participation rate | 26.9% | 55.4%-28.5pp | 69.5%-42.6pp | 67.2%-40.3pp |
| Annual return | 13.77% | 56.04%-42.3pp | 987.18%-973.4pp | 160.72%-146.9pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $412 | $2,630-84.3% | $4,083-89.9% | $4,126-90.0% |
| Admin fee / account holder | $4,233 | $3,946+7.3% | $5,651-25.1% | $5,651-25.1% |