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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 | $138,605 | $97,125+42.7% | $86,233+60.7% | $137,256+1.0% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.0%-9.0pp | 80.0%-20.0pp |
| Annual return | 11.12% | 74.19%-63.1pp | 61.39%-50.3pp | 220.34%-209.2pp |
| Employer contribution / active EE | $2,813 | $2,841-1.0% | $2,504+12.3% | $4,156-32.3% |
| Participant deferral / active EE | $364 | $5,180-93.0% | $4,559-92.0% | $6,407-94.3% |
| Admin fee / account holder | $2,013 | $9,725-79.3% | $8,342-75.9% | $12,270-83.6% |