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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 | $190,875 | $90,530+110.8% | $76,030+151.1% | $145,897+30.8% |
| Participation rate | 40.0% | 74.4%-34.4pp | 69.1%-29.1pp | 80.3%-40.3pp |
| Annual return | 8.58% | 625.08%-616.5pp | 361.54%-353.0pp | 552.29%-543.7pp |
| Employer contribution / active EE | $4,368 | $3,319+31.6% | $2,688+62.5% | $4,663-6.3% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,257-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,472 | $8,383-34.7% | $6,421-14.8% | $13,390-59.1% |