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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 | $157,254 | $160,028-1.7% | $147,080+6.9% | $145,884+7.8% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 17.53% | 98.60%-81.1pp | 420.17%-402.6pp | 551.85%-534.3pp |
| Employer contribution / active EE | $1,337 | $5,286-74.7% | $4,933-72.9% | $4,662-71.3% |
| Participant deferral / active EE | $747 | $8,422-91.1% | $8,066-90.7% | $6,690-88.8% |
| Admin fee / account holder | $4,222 | $15,030-71.9% | $12,989-67.5% | $13,392-68.5% |