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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 | $166,698 | $139,948+19.1% | $121,663+37.0% | $154,746+7.7% |
| Participation rate | 33.3% | 78.0%-44.7pp | 74.5%-41.2pp | 80.7%-47.4pp |
| Annual return | 9.61% | 230.52%-220.9pp | 147.54%-137.9pp | 172.34%-162.7pp |
| Employer contribution / active EE | $1,304 | $3,521-63.0% | $3,020-56.8% | $4,379-70.2% |
| Participant deferral / active EE | $1,304 | $5,629-76.8% | $4,887-73.3% | $6,730-80.6% |
| Admin fee / account holder | $59,530 | $17,321+243.7% | $14,289+316.6% | $14,365+314.4% |