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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 | $85,048 | $68,097+24.9% | $62,929+35.1% | $137,256-38.0% |
| Participation rate | 60.0% | 77.4%-17.4pp | 73.1%-13.1pp | 80.0%-20.0pp |
| Annual return | 17.69% | 1859.11%-1841.4pp | 1063.93%-1046.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $5,817 | $2,811+106.9% | $2,505+132.3% | $4,156+40.0% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $5,104 | $6,521-21.7% | $5,065+0.8% | $12,270-58.4% |