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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 | $134,076 | $124,980+7.3% | $108,359+23.7% | $154,746-13.4% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 15.81% | 45.00%-29.2pp | 36.89%-21.1pp | 172.34%-156.5pp |
| Employer contribution / active EE | $746 | $2,851-73.8% | $2,399-68.9% | $4,379-83.0% |
| Participant deferral / active EE | $1,136 | $4,743-76.0% | $4,137-72.5% | $6,730-83.1% |
| Admin fee / account holder | $89,869 | $11,502+681.3% | $9,741+822.6% | $14,365+525.6% |