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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 | $109,711 | $85,766+27.9% | $136,298-19.5% | $70,126+56.4% |
| Participation rate | 68.0% | 74.2%-6.2pp | 81.9%-13.9pp | 69.5%-1.5pp |
| Annual return | 20.34% | 31.46%-11.1pp | 5156.27%-5135.9pp | 73.15%-52.8pp |
| Employer contribution / active EE | $11,299 | $2,966+281.0% | $4,696+140.6% | $2,343+382.4% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $11,731 | $5,421+116.4% | $9,244+26.9% | $4,645+152.5% |