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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 | $109,422 | $209,422-47.8% | $178,503-38.7% | $158,982-31.2% |
| Participation rate | 57.1% | 86.4%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 9.14% | 188.81%-179.7pp | 151.12%-142.0pp | 302.99%-293.9pp |
| Employer contribution / active EE | $7,122 | $5,707+24.8% | $5,011+42.1% | $4,763+49.5% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,791 | $17,079-77.8% | $13,987-72.9% | $11,252-66.3% |