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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 | $86,908 | $59,467+46.1% | $93,727-7.3% | $74,478+16.7% |
| Participation rate | 18.4% | 59.6%-41.2pp | 68.7%-50.3pp | 67.2%-48.8pp |
| Annual return | 214.26% | 82.14%+132.1pp | 133.83%+80.4pp | 1370.56%-1156.3pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $821 | $3,052-73.1% | $4,417-81.4% | $4,350-81.1% |
| Admin fee / account holder | $2,101 | $3,028-30.6% | $8,292-74.7% | $1,946+8.0% |