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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 | $151,829 | $165,381-8.2% | $149,730+1.4% | $158,966-4.5% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 15.34% | 348.29%-333.0pp | 276.70%-261.4pp | 302.95%-287.6pp |
| Employer contribution / active EE | $2,999 | $5,104-41.2% | $4,645-35.4% | $4,762-37.0% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,493 | $10,809-86.2% | $9,310-84.0% | $11,250-86.7% |