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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 | $152,446 | $154,754-1.5% | $124,206+22.7% | $138,895+9.8% |
| Participation rate | 13.3% | 75.5%-62.1pp | 69.6%-56.2pp | 79.9%-66.6pp |
| Annual return | 11.03% | 709.28%-698.2pp | 515.27%-504.2pp | 145.39%-134.4pp |
| Employer contribution / active EE | $1,667 | $4,446-62.5% | $3,540-52.9% | $4,194-60.2% |
| Participant deferral / active EE | $217 | $4,621-95.3% | $3,968-94.5% | $6,396-96.6% |
| Admin fee / account holder | $11,281 | $6,690+68.6% | $5,929+90.3% | $12,562-10.2% |