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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 | $102,346 | $106,005-3.5% | $92,239+11.0% | $147,585-30.7% |
| Participation rate | 42.9% | 80.4%-37.6pp | 76.5%-33.6pp | 82.8%-40.0pp |
| Annual return | 22.38% | 50.05%-27.7pp | 176.29%-153.9pp | 578.58%-556.2pp |
| Employer contribution / active EE | $9,941 | $4,333+129.4% | $3,680+170.2% | $4,876+103.9% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,815 | $6,333-39.8% | $5,194-26.5% | $10,886-65.0% |