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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 | $148,582+21.1% | $135,942+32.3% | $139,456+29.0% |
| Participation rate | 25.0% | 83.9%-58.9pp | 81.9%-56.9pp | 80.3%-55.3pp |
| Annual return | 12.55% | 79.26%-66.7pp | 68.28%-55.7pp | 373.45%-360.9pp |
| Employer contribution / active EE | $4,919 | $5,245-6.2% | $4,858+1.3% | $4,753+3.5% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $72,849 | $12,402+487.4% | $10,764+576.8% | $11,407+538.6% |