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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 | $142,354-22.5% | $125,529-12.1% | $155,188-28.9% |
| Participation rate | 63.6% | 78.1%-14.4pp | 74.7%-11.1pp | 80.8%-17.2pp |
| Annual return | 10.30% | 306.06%-295.8pp | 202.56%-192.3pp | 148.84%-138.5pp |
| Employer contribution / active EE | $696 | $3,501-80.1% | $3,058-77.2% | $4,248-83.6% |
| Participant deferral / active EE | $1,326 | $5,491-75.9% | $4,813-72.5% | $6,531-79.7% |
| Admin fee / account holder | $47,407 | $19,392+144.5% | $16,298+190.9% | $14,480+227.4% |