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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 | $148,289 | $104,251+42.2% | $91,004+62.9% | $147,585+0.5% |
| Participation rate | 68.8% | 78.2%-9.5pp | 75.6%-6.9pp | 82.8%-14.1pp |
| Annual return | 21.62% | 27.06%-5.4pp | 4.60%+17.0pp | 578.58%-557.0pp |
| Employer contribution / active EE | $9,828 | $3,116+215.4% | $2,456+300.2% | $4,876+101.5% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,171 | $8,948-75.7% | $5,417-59.9% | $10,886-80.1% |