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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 | $108,882+27.3% | $96,754+43.3% | $154,746-10.4% |
| Participation rate | 60.0% | 75.1%-15.1pp | 70.3%-10.3pp | 80.7%-20.7pp |
| Annual return | 11.12% | 98.39%-87.3pp | 82.04%-70.9pp | 172.34%-161.2pp |
| Employer contribution / active EE | $2,813 | $3,018-6.8% | $2,679+5.0% | $4,379-35.8% |
| Participant deferral / active EE | $364 | $5,323-93.2% | $4,758-92.3% | $6,730-94.6% |
| Admin fee / account holder | $2,013 | $10,200-80.3% | $8,905-77.4% | $14,365-86.0% |