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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 | $80,356 | $91,037-11.7% | $71,671+12.1% | $147,586-45.6% |
| Participation rate | 50.0% | 76.1%-26.1pp | 68.7%-18.7pp | 82.8%-32.8pp |
| Annual return | 129.57% | 20.48%+109.1pp | 20.65%+108.9pp | 578.59%-449.0pp |
| Employer contribution / active EE | $3,283 | $3,327-1.3% | $2,460+33.5% | $4,876-32.7% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $3,438-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,745 | $8,613-68.1% | $5,558-50.6% | $10,886-74.8% |