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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 | $148,487 | $175,259-15.3% | $149,723-0.8% | $139,487+6.5% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 12.97% | 166.82%-153.9pp | 134.50%-121.5pp | 373.84%-360.9pp |
| Employer contribution / active EE | $4,421 | $5,478-19.3% | $4,821-8.3% | $4,755-7.0% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $9,424 | $16,158-41.7% | $13,215-28.7% | $11,407-17.4% |