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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 | $73,038 | $227,399-67.9% | $189,758-61.5% | $198,609-63.2% |
| Participation rate | 57.1% | 84.0%-26.9pp | 79.8%-22.7pp | 82.4%-25.2pp |
| Annual return | 7.23% | 61.03%-53.8pp | 52.62%-45.4pp | 202.70%-195.5pp |
| Employer contribution / active EE | $3,247 | $5,526-41.2% | $4,767-31.9% | $5,055-35.8% |
| Participant deferral / active EE | $2,700 | $6,837-60.5% | $5,856-53.9% | $6,977-61.3% |
| Admin fee / account holder | $48,514 | $25,162+92.8% | $20,388+138.0% | $19,030+154.9% |