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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 | $98,787 | $107,353-8.0% | $92,903+6.3% | $152,885-35.4% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 22.33% | 145.62%-123.3pp | 109.43%-87.1pp | 345.39%-323.1pp |
| Employer contribution / active EE | $2,401 | $4,222-43.1% | $3,653-34.3% | $4,763-49.6% |
| Participant deferral / active EE | $718 | $4,848-85.2% | $4,238-83.1% | $5,851-87.7% |
| Admin fee / account holder | $1,056 | $7,081-85.1% | $5,795-81.8% | $11,598-90.9% |