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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 | $108,882+15.8% | $96,754+30.3% | $154,746-18.5% |
| Participation rate | 66.7% | 75.1%-8.4pp | 70.3%-3.6pp | 80.7%-14.0pp |
| Annual return | 11.88% | 98.39%-86.5pp | 82.04%-70.2pp | 172.34%-160.5pp |
| Employer contribution / active EE | $967 | $3,018-68.0% | $2,679-63.9% | $4,379-77.9% |
| Participant deferral / active EE | $0 | $5,323-100.0% | $4,758-100.0% | $6,730-100.0% |
| Admin fee / account holder | $66,212 | $10,200+549.1% | $8,905+643.6% | $14,365+360.9% |