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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 | $158,351 | $201,370-21.4% | $184,256-14.1% | $145,897+8.5% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-47.0pp |
| Annual return | 15.83% | 29.05%-13.2pp | 28.85%-13.0pp | 552.29%-536.5pp |
| Employer contribution / active EE | $1,589 | $7,024-77.4% | $6,427-75.3% | $4,663-65.9% |
| Participant deferral / active EE | $1,748 | $9,808-82.2% | $9,133-80.9% | $6,689-73.9% |
| Admin fee / account holder | $156,210 | $16,364+854.6% | $13,899+1023.9% | $13,390+1066.6% |