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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 | $154,890 | $63,346+144.5% | $92,240+67.9% | $70,126+120.9% |
| Participation rate | 60.9% | 68.7%-7.7pp | 76.5%-15.5pp | 69.5%-8.6pp |
| Annual return | 17.96% | 530.19%-512.2pp | 176.29%-158.3pp | 73.15%-55.2pp |
| Employer contribution / active EE | $8,418 | $2,471+240.6% | $3,680+128.8% | $2,343+259.4% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,914 | $3,841+1.9% | $5,194-24.6% | $4,645-15.7% |