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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 | $223,690 | $63,346+253.1% | $92,240+142.5% | $70,126+219.0% |
| Participation rate | 63.4% | 68.7%-5.3pp | 76.5%-13.1pp | 69.5%-6.1pp |
| Annual return | 20.37% | 530.19%-509.8pp | 176.29%-155.9pp | 73.15%-52.8pp |
| Employer contribution / active EE | $4,878 | $2,471+97.4% | $3,680+32.6% | $2,343+108.2% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,001 | $3,841-73.9% | $5,194-80.7% | $4,645-78.4% |