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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 | $110,390 | $132,099-16.4% | $115,599-4.5% | $138,895-20.5% |
| Participation rate | 63.6% | 77.9%-14.2pp | 74.3%-10.6pp | 79.9%-16.3pp |
| Annual return | 10.30% | 176.76%-166.5pp | 111.10%-100.8pp | 145.39%-135.1pp |
| Employer contribution / active EE | $696 | $3,416-79.6% | $2,955-76.4% | $4,194-83.4% |
| Participant deferral / active EE | $1,326 | $5,617-76.4% | $4,889-72.9% | $6,396-79.3% |
| Admin fee / account holder | $47,407 | $15,650+202.9% | $12,841+269.2% | $12,562+277.4% |