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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 | $138,073 | $124,175+11.2% | $108,405+27.4% | $167,553-17.6% |
| Participation rate | 45.5% | 82.3%-36.8pp | 80.1%-34.7pp | 82.1%-36.7pp |
| Annual return | 12.93% | 1380.13%-1367.2pp | 905.55%-892.6pp | 478.89%-466.0pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,113 | $6,908-83.9% | $6,563-83.0% | $6,343-82.5% |
| Admin fee / account holder | $10,624 | $9,457+12.3% | $7,297+45.6% | $12,316-13.7% |