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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 | $115,563 | $115,814-0.2% | $101,275+14.1% | $158,982-27.3% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 11.59% | 56.16%-44.6pp | 46.48%-34.9pp | 302.99%-291.4pp |
| Employer contribution / active EE | $968 | $4,176-76.8% | $3,660-73.5% | $4,763-79.7% |
| Participant deferral / active EE | $1,080 | $4,958-78.2% | $4,371-75.3% | $5,983-82.0% |
| Admin fee / account holder | $608 | $7,249-91.6% | $5,948-89.8% | $11,252-94.6% |