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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 | $140,869 | $106,005+32.9% | $92,239+52.7% | $147,585-4.6% |
| Participation rate | 68.4% | 80.4%-12.0pp | 76.5%-8.1pp | 82.8%-14.4pp |
| Annual return | 15.63% | 50.05%-34.4pp | 176.29%-160.7pp | 578.58%-563.0pp |
| Employer contribution / active EE | $4,664 | $4,333+7.6% | $3,680+26.7% | $4,876-4.4% |
| Participant deferral / active EE | $252 | $4,478-94.4% | $3,897-93.5% | $5,439-95.4% |
| Admin fee / account holder | $2,461 | $6,333-61.1% | $5,194-52.6% | $10,886-77.4% |