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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 | $215,038 | $110,410+94.8% | $102,437+109.9% | $145,897+47.4% |
| Participation rate | 20.0% | 77.9%-57.9pp | 74.5%-54.5pp | 80.3%-60.3pp |
| Annual return | 11.76% | 24.85%-13.1pp | 24.95%-13.2pp | 552.29%-540.5pp |
| Employer contribution / active EE | $984 | $4,217-76.7% | $3,871-74.6% | $4,663-78.9% |
| Participant deferral / active EE | $1,038 | $5,622-81.5% | $5,060-79.5% | $6,689-84.5% |
| Admin fee / account holder | $93,110 | $9,745+855.5% | $8,388+1010.0% | $13,390+595.3% |