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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 | $234,139 | $129,737+80.5% | $119,126+96.5% | $154,746+51.3% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 14.71% | 379.08%-364.4pp | 282.11%-267.4pp | 172.34%-157.6pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,640 | $5,842-71.9% | $5,318-69.2% | $6,730-75.6% |
| Admin fee / account holder | $75,852 | $11,961+534.2% | $10,693+609.3% | $14,365+428.0% |