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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 | $64,019 | $55,457+15.4% | $77,361-17.2% | $94,015-31.9% |
| Participation rate | 58.6% | 69.8%-11.2pp | 75.0%-16.4pp | 70.8%-12.2pp |
| Annual return | 10.46% | 15.57%-5.1pp | 1011.54%-1001.1pp | 17.84%-7.4pp |
| Employer contribution / active EE | $4,607 | $2,255+104.4% | $2,990+54.1% | $2,790+65.1% |
| Participant deferral / active EE | $0 | $3,069-100.0% | $3,911-100.0% | $4,249-100.0% |
| Admin fee / account holder | $22,257 | $4,334+413.6% | $5,894+277.7% | $8,951+148.6% |