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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 | $179,880 | $148,623+21.0% | $135,974+32.3% | $139,466+29.0% |
| Participation rate | 25.0% | 83.9%-58.9pp | 81.9%-56.9pp | 80.3%-55.3pp |
| Annual return | 12.55% | 79.30%-66.7pp | 68.30%-55.8pp | 373.66%-361.1pp |
| Employer contribution / active EE | $4,919 | $5,246-6.2% | $4,859+1.2% | $4,754+3.5% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $72,849 | $12,406+487.2% | $10,767+576.6% | $11,409+538.5% |