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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 | $146,934 | $107,368+36.9% | $92,915+58.1% | $152,909-3.9% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 15.25% | 145.64%-130.4pp | 109.45%-94.2pp | 345.46%-330.2pp |
| Employer contribution / active EE | $8,218 | $4,222+94.6% | $3,653+124.9% | $4,764+72.5% |
| Participant deferral / active EE | $523 | $4,848-89.2% | $4,238-87.7% | $5,851-91.1% |
| Admin fee / account holder | $76,181 | $7,082+975.7% | $5,796+1214.5% | $11,601+556.7% |