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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 | $182,629 | $198,457-8.0% | $170,435+7.2% | $147,586+23.7% |
| Participation rate | 44.4% | 88.0%-43.5pp | 83.6%-39.2pp | 82.8%-38.4pp |
| Annual return | 9.54% | 257.30%-247.8pp | 205.94%-196.4pp | 578.59%-569.1pp |
| Employer contribution / active EE | $10,875 | $6,183+75.9% | $5,432+100.2% | $4,876+123.0% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,830 | $16,852-89.1% | $13,881-86.8% | $10,886-83.2% |