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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 | $97,782 | $160,040-38.9% | $147,096-33.5% | $145,877-33.0% |
| Participation rate | 58.8% | 84.0%-25.2pp | 82.2%-23.4pp | 80.3%-21.5pp |
| Annual return | 13.27% | 98.49%-85.2pp | 419.75%-406.5pp | 551.28%-538.0pp |
| Employer contribution / active EE | $1,991 | $5,289-62.4% | $4,936-59.7% | $4,663-57.3% |
| Participant deferral / active EE | $1,247 | $8,429-85.2% | $8,071-84.5% | $6,691-81.4% |
| Admin fee / account holder | $68,014 | $15,050+351.9% | $13,005+423.0% | $13,402+407.5% |