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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 | $183,752 | $105,210+74.7% | $159,487+15.2% | $85,851+114.0% |
| Participation rate | 57.1% | 75.8%-18.6pp | 82.8%-25.7pp | 69.3%-12.2pp |
| Annual return | 13.66% | 45.08%-31.4pp | 263.71%-250.0pp | 318.63%-305.0pp |
| Employer contribution / active EE | $9,779 | $3,319+194.6% | $4,831+102.4% | $2,565+281.2% |
| Participant deferral / active EE | $328 | $5,946-94.5% | $7,354-95.5% | $3,952-91.7% |
| Admin fee / account holder | $32,343 | $6,934+366.4% | $10,804+199.4% | $6,261+416.6% |