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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 | $52,117 | $125,184-58.4% | $105,607-50.7% | $145,884-64.3% |
| Participation rate | 60.0% | 77.6%-17.6pp | 75.3%-15.3pp | 80.3%-20.3pp |
| Annual return | 9.44% | 225.00%-215.6pp | 116.11%-106.7pp | 551.85%-542.4pp |
| Employer contribution / active EE | $7,000 | $3,720+88.2% | $3,167+121.0% | $4,662+50.1% |
| Participant deferral / active EE | $0 | $5,714-100.0% | $5,011-100.0% | $6,690-100.0% |
| Admin fee / account holder | $353 | $17,133-97.9% | $10,958-96.8% | $13,392-97.4% |