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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 | $228,246 | $103,000+121.6% | $90,300+152.8% | $152,885+49.3% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 15.96% | 95.19%-79.2pp | 78.11%-62.2pp | 345.39%-329.4pp |
| Employer contribution / active EE | $4,646 | $3,138+48.0% | $2,854+62.8% | $4,763-2.5% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,075 | $6,173-34.0% | $5,353-23.9% | $11,598-64.9% |