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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 | $124,980+9.4% | $108,359+26.2% | $154,746-11.6% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 13.37% | 45.00%-31.6pp | 36.89%-23.5pp | 172.34%-159.0pp |
| Employer contribution / active EE | $1,003 | $2,851-64.8% | $2,399-58.2% | $4,379-77.1% |
| Participant deferral / active EE | $1,094 | $4,743-76.9% | $4,137-73.6% | $6,730-83.7% |
| Admin fee / account holder | $49,679 | $11,502+331.9% | $9,741+410.0% | $14,365+245.8% |