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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 | $98,842 | $148,582-33.5% | $135,942-27.3% | $139,456-29.1% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 17.99% | 79.26%-61.3pp | 68.28%-50.3pp | 373.45%-355.5pp |
| Employer contribution / active EE | $16,199 | $5,245+208.9% | $4,858+233.5% | $4,753+240.8% |
| Participant deferral / active EE | $1,500 | $8,101-81.5% | $7,759-80.7% | $6,711-77.6% |
| Admin fee / account holder | $445 | $12,402-96.4% | $10,764-95.9% | $11,407-96.1% |