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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 | $86,702 | $162,136-46.5% | $152,301-43.1% | $154,746-44.0% |
| Participation rate | 38.5% | 84.1%-45.6pp | 82.4%-44.0pp | 80.7%-42.2pp |
| Annual return | 12.70% | 91.02%-78.3pp | 80.50%-67.8pp | 172.34%-159.6pp |
| Employer contribution / active EE | $3,104 | $4,890-36.5% | $4,624-32.9% | $4,379-29.1% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $20,823 | $15,759+32.1% | $14,398+44.6% | $14,365+45.0% |