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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 | $115,645 | $183,592-37.0% | $155,574-25.7% | $145,877-20.7% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 15.76% | 61.37%-45.6pp | 64.87%-49.1pp | 551.28%-535.5pp |
| Employer contribution / active EE | $1,335 | $5,317-74.9% | $4,676-71.4% | $4,663-71.4% |
| Participant deferral / active EE | $1,510 | $6,466-76.7% | $5,629-73.2% | $6,691-77.4% |
| Admin fee / account holder | $40,583 | $19,316+110.1% | $15,914+155.0% | $13,402+202.8% |