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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 | $199,132 | $99,031+101.1% | $86,597+130.0% | $147,585+34.9% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 12.36% | 1312.56%-1300.2pp | 964.96%-952.6pp | 578.57%-566.2pp |
| Employer contribution / active EE | $5,674 | $3,132+81.2% | $2,840+99.8% | $4,876+16.4% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,757 | $5,711-51.7% | $4,906-43.8% | $10,885-74.7% |