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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 | $126,069 | $97,125+29.8% | $86,233+46.2% | $137,256-8.2% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 11.88% | 74.19%-62.3pp | 61.39%-49.5pp | 220.34%-208.5pp |
| Employer contribution / active EE | $967 | $2,841-66.0% | $2,504-61.4% | $4,156-76.7% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,559-100.0% | $6,407-100.0% |
| Admin fee / account holder | $66,212 | $9,725+580.9% | $8,342+693.7% | $12,270+439.6% |