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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 | $186,513 | $99,995+86.5% | $85,063+119.3% | $145,978+27.8% |
| Participation rate | 62.5% | 74.1%-11.6pp | 67.5%-5.0pp | 80.3%-17.8pp |
| Annual return | 8.57% | 83.99%-75.4pp | 66.54%-58.0pp | 550.52%-541.9pp |
| Employer contribution / active EE | $9,375 | $3,231+190.1% | $2,727+243.8% | $4,662+101.1% |
| Participant deferral / active EE | $0 | $5,295-100.0% | $4,523-100.0% | $6,690-100.0% |
| Admin fee / account holder | $9,601 | $7,255+32.3% | $6,155+56.0% | $13,400-28.4% |