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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 | $160,494 | $123,155+30.3% | $108,753+47.6% | $155,188+3.4% |
| Participation rate | 55.6% | 75.6%-20.1pp | 71.1%-15.5pp | 80.8%-25.2pp |
| Annual return | 8.75% | 44.73%-36.0pp | 37.47%-28.7pp | 148.84%-140.1pp |
| Employer contribution / active EE | $899 | $2,811-68.0% | $2,427-63.0% | $4,248-78.8% |
| Participant deferral / active EE | $1,114 | $4,623-75.9% | $4,115-72.9% | $6,531-83.0% |
| Admin fee / account holder | $132,437 | $12,126+992.1% | $10,320+1183.4% | $14,480+814.6% |