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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 | $124,424 | $115,814+7.4% | $101,275+22.9% | $158,982-21.7% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 35.56% | 56.16%-20.6pp | 46.48%-10.9pp | 302.99%-267.4pp |
| Employer contribution / active EE | $15,967 | $4,176+282.4% | $3,660+336.2% | $4,763+235.2% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,159 | $7,249-84.0% | $5,948-80.5% | $11,252-89.7% |