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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 | $105,495 | $223,823-52.9% | $211,142-50.0% | $154,746-31.8% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 11.12% | 50.39%-39.3pp | 46.84%-35.7pp | 172.34%-161.2pp |
| Employer contribution / active EE | $6,646 | $6,787-2.1% | $6,442+3.2% | $4,379+51.8% |
| Participant deferral / active EE | $2,714 | $9,750-72.2% | $9,284-70.8% | $6,730-59.7% |
| Admin fee / account holder | $786,708 | $19,707+3892.0% | $19,076+4024.1% | $14,365+5376.5% |