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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 | $63,259 | $106,005-40.3% | $92,239-31.4% | $147,585-57.1% |
| Participation rate | 58.3% | 80.4%-22.1pp | 76.5%-18.1pp | 82.8%-24.5pp |
| Annual return | 10.37% | 50.05%-39.7pp | 176.29%-165.9pp | 578.58%-568.2pp |
| Employer contribution / active EE | $1,667 | $4,333-61.5% | $3,680-54.7% | $4,876-65.8% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $37,784 | $6,333+496.6% | $5,194+627.4% | $10,886+247.1% |