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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 | $195,447 | $106,008+84.4% | $92,240+111.9% | $147,586+32.4% |
| Participation rate | 61.5% | 80.4%-18.9pp | 76.5%-14.9pp | 82.8%-21.3pp |
| Annual return | 13.08% | 50.05%-37.0pp | 176.29%-163.2pp | 578.59%-565.5pp |
| Employer contribution / active EE | $10,077 | $4,333+132.5% | $3,680+173.9% | $4,876+106.6% |
| Participant deferral / active EE | $400 | $4,478-91.1% | $3,897-89.7% | $5,439-92.6% |
| Admin fee / account holder | $2,422 | $6,333-61.8% | $5,194-53.4% | $10,886-77.8% |