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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 | $100,807 | $185,312-45.6% | $161,489-37.6% | $154,746-34.9% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 11.00% | 103.84%-92.8pp | 89.72%-78.7pp | 172.34%-161.3pp |
| Employer contribution / active EE | $1,303 | $4,769-72.7% | $4,268-69.5% | $4,379-70.2% |
| Participant deferral / active EE | $1,303 | $6,350-79.5% | $5,630-76.8% | $6,730-80.6% |
| Admin fee / account holder | $86,897 | $18,654+365.8% | $16,006+442.9% | $14,365+504.9% |