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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 | $109,209 | $209,336-47.8% | $197,124-44.6% | $137,256-20.4% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 13.28% | 48.09%-34.8pp | 44.34%-31.1pp | 220.34%-207.1pp |
| Employer contribution / active EE | $12,645 | $6,591+91.9% | $6,227+103.0% | $4,156+204.2% |
| Participant deferral / active EE | $977 | $9,614-89.8% | $9,135-89.3% | $6,407-84.8% |
| Admin fee / account holder | $7,036 | $17,308-59.3% | $16,298-56.8% | $12,270-42.7% |