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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 | $157,281 | $201,370-21.9% | $184,256-14.6% | $145,897+7.8% |
| Participation rate | 65.0% | 87.5%-22.5pp | 86.8%-21.8pp | 80.3%-15.3pp |
| Annual return | 17.11% | 29.05%-11.9pp | 28.85%-11.7pp | 552.29%-535.2pp |
| Employer contribution / active EE | $2,124 | $7,024-69.8% | $6,427-66.9% | $4,663-54.4% |
| Participant deferral / active EE | $2,552 | $9,808-74.0% | $9,133-72.1% | $6,689-61.8% |
| Admin fee / account holder | $67,759 | $16,364+314.1% | $13,899+387.5% | $13,390+406.0% |