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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 | $111,922 | $72,071+55.3% | $68,368+63.7% | $137,256-18.5% |
| Participation rate | 55.6% | 76.2%-20.7pp | 73.8%-18.2pp | 80.0%-24.4pp |
| Annual return | 16.16% | 353.14%-337.0pp | 292.57%-276.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $552 | $2,788-80.2% | $2,649-79.2% | $4,156-86.7% |
| Participant deferral / active EE | $581 | $4,410-86.8% | $4,123-85.9% | $6,407-90.9% |
| Admin fee / account holder | $8,503 | $5,336+59.4% | $5,150+65.1% | $12,270-30.7% |