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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 | $103,714 | $105,210-1.4% | $159,487-35.0% | $85,851+20.8% |
| Participation rate | 62.1% | 75.8%-13.7pp | 82.8%-20.8pp | 69.3%-7.3pp |
| Annual return | 17.38% | 45.08%-27.7pp | 263.71%-246.3pp | 318.63%-301.3pp |
| Employer contribution / active EE | $994 | $3,319-70.0% | $4,831-79.4% | $2,565-61.2% |
| Participant deferral / active EE | $1,950 | $5,946-67.2% | $7,354-73.5% | $3,952-50.7% |
| Admin fee / account holder | $17,265 | $6,934+149.0% | $10,804+59.8% | $6,261+175.8% |