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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 | $115,225+16.4% | $100,712+33.1% | $138,895-3.5% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.3%-19.3pp | 79.9%-29.9pp |
| Annual return | 15.81% | 40.35%-24.5pp | 33.27%-17.5pp | 145.39%-129.6pp |
| Employer contribution / active EE | $746 | $2,771-73.1% | $2,313-67.7% | $4,194-82.2% |
| Participant deferral / active EE | $1,136 | $4,699-75.8% | $4,085-72.2% | $6,396-82.2% |
| Admin fee / account holder | $89,869 | $10,844+728.8% | $9,256+870.9% | $12,562+615.4% |