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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 | $204,949 | $102,595+99.8% | $94,057+117.9% | $154,746+32.4% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 12.63% | 583.42%-570.8pp | 480.62%-468.0pp | 172.34%-159.7pp |
| Employer contribution / active EE | $4,633 | $3,147+47.2% | $2,933+58.0% | $4,379+5.8% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $50,828 | $7,736+557.0% | $7,244+601.6% | $14,365+253.8% |