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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 | $187,294 | $152,612+22.7% | $125,192+49.6% | $152,897+22.5% |
| Participation rate | 55.6% | 83.3%-27.8pp | 79.8%-24.2pp | 82.5%-26.9pp |
| Annual return | 17.32% | 54.85%-37.5pp | 43.79%-26.5pp | 345.43%-328.1pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,080 | $5,868-81.6% | $4,937-78.1% | $5,851-81.5% |
| Admin fee / account holder | $13,131 | $13,437-2.3% | $9,704+35.3% | $11,599+13.2% |