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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 | $90,961 | $99,995-9.0% | $85,063+6.9% | $145,978-37.7% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 9.94% | 83.99%-74.1pp | 66.54%-56.6pp | 550.52%-540.6pp |
| Employer contribution / active EE | $13,684 | $3,231+323.5% | $2,727+401.7% | $4,662+193.5% |
| Participant deferral / active EE | $0 | $5,295-100.0% | $4,523-100.0% | $6,690-100.0% |
| Admin fee / account holder | $603 | $7,255-91.7% | $6,155-90.2% | $13,400-95.5% |