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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 | $132,634-16.8% | $115,768-4.6% | $137,256-19.6% |
| Participation rate | 63.6% | 77.9%-14.2pp | 74.4%-10.8pp | 80.0%-16.3pp |
| Annual return | 10.30% | 160.70%-150.4pp | 100.46%-90.2pp | 220.34%-210.0pp |
| Employer contribution / active EE | $696 | $3,360-79.3% | $2,940-76.3% | $4,156-83.3% |
| Participant deferral / active EE | $1,326 | $5,619-76.4% | $4,917-73.0% | $6,407-79.3% |
| Admin fee / account holder | $47,407 | $15,028+215.5% | $12,439+281.1% | $12,270+286.4% |