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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 | $57,817 | $78,707-26.5% | $117,861-50.9% | $70,126-17.6% |
| Participation rate | 55.2% | 73.2%-18.0pp | 79.7%-24.5pp | 69.5%-14.4pp |
| Annual return | 40.77% | 23.30%+17.5pp | 335.11%-294.3pp | 73.15%-32.4pp |
| Employer contribution / active EE | $4,300 | $2,223+93.4% | $3,786+13.6% | $2,343+83.5% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,138 | $5,066-18.3% | $8,021-48.4% | $4,645-10.9% |