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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 | $58,126 | $102,638-43.4% | $81,991-29.1% | $158,966-63.4% |
| Participation rate | 40.0% | 75.5%-35.5pp | 69.3%-29.3pp | 82.0%-42.0pp |
| Annual return | 6.95% | 61.05%-54.1pp | 41.31%-34.4pp | 302.95%-296.0pp |
| Employer contribution / active EE | $5,472 | $3,241+68.8% | $2,498+119.0% | $4,762+14.9% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $6,191 | $8,237-24.8% | $5,665+9.3% | $11,250-45.0% |