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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 | $132,634+25.7% | $115,768+44.0% | $137,256+21.5% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.4%-41.1pp | 80.0%-46.6pp |
| Annual return | 9.61% | 160.70%-151.1pp | 100.46%-90.9pp | 220.34%-210.7pp |
| Employer contribution / active EE | $1,304 | $3,360-61.2% | $2,940-55.7% | $4,156-68.6% |
| Participant deferral / active EE | $1,304 | $5,619-76.8% | $4,917-73.5% | $6,407-79.7% |
| Admin fee / account holder | $59,530 | $15,028+296.1% | $12,439+378.6% | $12,270+385.2% |