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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 | $182,867 | $162,529+12.5% | $130,788+39.8% | $154,746+18.2% |
| Participation rate | 66.7% | 75.9%-9.2pp | 70.1%-3.4pp | 80.7%-14.0pp |
| Annual return | 11.81% | 510.48%-498.7pp | 386.44%-374.6pp | 172.34%-160.5pp |
| Employer contribution / active EE | $16,667 | $4,447+274.7% | $3,558+368.4% | $4,379+280.6% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,868 | $7,669-49.6% | $6,673-42.0% | $14,365-73.1% |