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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 | $78,396 | $69,274+13.2% | $64,097+22.3% | $139,487-43.8% |
| Participation rate | 66.7% | 75.6%-9.0pp | 72.3%-5.7pp | 80.3%-13.7pp |
| Annual return | 11.95% | 46.00%-34.1pp | 33.75%-21.8pp | 373.84%-361.9pp |
| Employer contribution / active EE | $6,052 | $3,187+89.9% | $2,750+120.1% | $4,755+27.3% |
| Participant deferral / active EE | $0 | $4,685-100.0% | $3,881-100.0% | $6,713-100.0% |
| Admin fee / account holder | $4,078 | $4,247-4.0% | $3,070+32.8% | $11,407-64.3% |