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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 | $91,271 | $101,591-10.2% | $147,096-38.0% | $74,429+22.6% |
| Participation rate | 24.8% | 75.5%-50.7pp | 82.2%-57.4pp | 67.2%-42.4pp |
| Annual return | 17.18% | 8746.45%-8729.3pp | 419.75%-402.6pp | 1368.38%-1351.2pp |
| Employer contribution / active EE | $4,722 | $3,813+23.8% | $4,936-4.3% | $2,625+79.9% |
| Participant deferral / active EE | $2,616 | $7,302-64.2% | $8,071-67.6% | $4,348-39.8% |
| Admin fee / account holder | $5,973 | $1,750+241.3% | $13,005-54.1% | $1,944+207.2% |