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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 | $44,392 | $85,171-47.9% | $172,752-74.3% | $72,975-39.2% |
| Participation rate | 62.5% | 70.1%-7.6pp | 82.6%-20.1pp | 69.5%-7.0pp |
| Annual return | 24.77% | 27.32%-2.6pp | 802.97%-778.2pp | 81.01%-56.2pp |
| Employer contribution / active EE | $3,712 | $3,324+11.7% | $5,144-27.8% | $2,440+52.1% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $10,196 | $5,880+73.4% | $13,955-26.9% | $5,124+99.0% |