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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 | $71,995 | $59,456+21.1% | $93,669-23.1% | $74,429-3.3% |
| Participation rate | 19.5% | 59.6%-40.2pp | 68.7%-49.2pp | 67.2%-47.7pp |
| Annual return | 15.06% | 82.00%-66.9pp | 133.59%-118.5pp | 1368.38%-1353.3pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,424-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,184 | $3,052-61.2% | $4,416-73.2% | $4,348-72.8% |
| Admin fee / account holder | $11,616 | $3,026+283.9% | $8,291+40.1% | $1,944+497.5% |