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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 | $168,703 | $111,830+50.9% | $93,696+80.1% | $145,884+15.6% |
| Participation rate | 45.5% | 74.2%-28.8pp | 68.7%-23.3pp | 80.3%-34.8pp |
| Annual return | 29.38% | 204.08%-174.7pp | 133.74%-104.4pp | 551.85%-522.5pp |
| Employer contribution / active EE | $3,662 | $3,093+18.4% | $2,422+51.2% | $4,662-21.5% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,836 | $10,249-82.1% | $8,287-77.8% | $13,392-86.3% |