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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 | $125,925 | $157,304-19.9% | $141,197-10.8% | $152,909-17.6% |
| Participation rate | 12.5% | 84.8%-72.3pp | 82.5%-70.0pp | 82.5%-70.0pp |
| Annual return | 16.28% | 64.34%-48.1pp | 71.41%-55.1pp | 345.46%-329.2pp |
| Employer contribution / active EE | $6,365 | $5,263+20.9% | $4,736+34.4% | $4,764+33.6% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,402 | $12,126-71.9% | $10,265-66.9% | $11,601-70.7% |