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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 | $230,674 | $165,939+39.0% | $122,354+88.5% | $147,586+56.3% |
| Participation rate | 66.7% | 79.6%-12.9pp | 71.6%-5.0pp | 82.8%-16.2pp |
| Annual return | 13.71% | 34.56%-20.8pp | 30.28%-16.6pp | 578.59%-564.9pp |
| Employer contribution / active EE | $18,984 | $5,754+229.9% | $4,051+368.6% | $4,876+289.3% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,031 | $7,425-72.6% | $5,479-62.9% | $10,886-81.3% |