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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 | $167,234 | $208,088-19.6% | $186,193-10.2% | $154,746+8.1% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.1%-27.1pp | 80.7%-30.7pp |
| Annual return | 13.42% | 89.97%-76.6pp | 78.03%-64.6pp | 172.34%-158.9pp |
| Employer contribution / active EE | $4,168 | $4,340-4.0% | $3,918+6.4% | $4,379-4.8% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $6,158 | $11,698-47.4% | $11,058-44.3% | $14,365-57.1% |