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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 | $105,301 | $112,729-6.6% | $98,716+6.7% | $137,256-23.3% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.3%-36.0pp | 80.0%-46.6pp |
| Annual return | 13.69% | 38.48%-24.8pp | 31.81%-18.1pp | 220.34%-206.6pp |
| Employer contribution / active EE | $659 | $2,725-75.8% | $2,279-71.1% | $4,156-84.1% |
| Participant deferral / active EE | $709 | $4,640-84.7% | $4,048-82.5% | $6,407-88.9% |
| Admin fee / account holder | $15,625 | $10,129+54.3% | $8,703+79.5% | $12,270+27.3% |