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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 | $136,776 | $112,729+21.3% | $98,716+38.6% | $137,256-0.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 13.37% | 38.48%-25.1pp | 31.81%-18.4pp | 220.34%-207.0pp |
| Employer contribution / active EE | $1,003 | $2,725-63.2% | $2,279-56.0% | $4,156-75.9% |
| Participant deferral / active EE | $1,094 | $4,640-76.4% | $4,048-73.0% | $6,407-82.9% |
| Admin fee / account holder | $49,679 | $10,129+390.5% | $8,703+470.8% | $12,270+304.9% |