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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 | $168,557 | $165,399+1.9% | $149,745+12.6% | $158,982+6.0% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 45.92% | 348.34%-302.4pp | 276.72%-230.8pp | 302.99%-257.1pp |
| Employer contribution / active EE | $956 | $5,105-81.3% | $4,646-79.4% | $4,763-79.9% |
| Participant deferral / active EE | $1,640 | $7,183-77.2% | $6,843-76.0% | $5,983-72.6% |
| Admin fee / account holder | $126,352 | $10,811+1068.7% | $9,312+1256.9% | $11,252+1023.0% |