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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 | $158,711 | $202,342-21.6% | $172,752-8.1% | $152,897+3.8% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 17.36% | 1029.83%-1012.5pp | 802.97%-785.6pp | 345.43%-328.1pp |
| Employer contribution / active EE | $2,931 | $5,858-50.0% | $5,144-43.0% | $4,764-38.5% |
| Participant deferral / active EE | $883 | $5,948-85.1% | $5,198-83.0% | $5,851-84.9% |
| Admin fee / account holder | $124,209 | $17,111+625.9% | $13,955+790.1% | $11,599+970.8% |