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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 | $207,825 | $78,707+164.1% | $117,861+76.3% | $70,126+196.4% |
| Participation rate | 60.7% | 73.2%-12.5pp | 79.7%-19.0pp | 69.5%-8.8pp |
| Annual return | 12.85% | 23.30%-10.4pp | 335.11%-322.3pp | 73.15%-60.3pp |
| Employer contribution / active EE | $10,468 | $2,223+370.8% | $3,786+176.5% | $2,343+346.9% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $10,365 | $5,066+104.6% | $8,021+29.2% | $4,645+123.1% |