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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 | $99,053+27.3% | $88,179+43.0% | $138,895-9.2% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.1%-2.5pp | 79.9%-13.3pp |
| Annual return | 11.88% | 78.17%-66.3pp | 64.97%-53.1pp | 145.39%-133.5pp |
| Employer contribution / active EE | $967 | $2,882-66.5% | $2,549-62.1% | $4,194-77.0% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,614-100.0% | $6,396-100.0% |
| Admin fee / account holder | $66,212 | $8,748+656.8% | $7,673+762.9% | $12,562+427.1% |