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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 | $169,487 | $103,392+63.9% | $87,104+94.6% | $152,897+10.8% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.9%-14.4pp | 82.5%-20.0pp |
| Annual return | 23.10% | 28.10%-5.0pp | 28.19%-5.1pp | 345.43%-322.3pp |
| Employer contribution / active EE | $642 | $3,221-80.1% | $2,521-74.5% | $4,764-86.5% |
| Participant deferral / active EE | $1,269 | $4,778-73.4% | $4,048-68.6% | $5,851-78.3% |
| Admin fee / account holder | $12,069 | $12,194-1.0% | $7,491+61.1% | $11,599+4.0% |