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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 | $91,997 | $115,810-20.6% | $101,271-9.2% | $158,966-42.1% |
| Participation rate | 69.2% | 79.4%-10.1pp | 75.8%-6.6pp | 82.0%-12.7pp |
| Annual return | 12.47% | 56.15%-43.7pp | 46.48%-34.0pp | 302.95%-290.5pp |
| Employer contribution / active EE | $9,376 | $4,175+124.6% | $3,660+156.2% | $4,762+96.9% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $12,032 | $7,248+66.0% | $5,948+102.3% | $11,250+6.9% |