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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 | $97,245 | $183,592-47.0% | $155,574-37.5% | $145,877-33.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 15.84% | 61.37%-45.5pp | 64.87%-49.0pp | 551.28%-535.4pp |
| Employer contribution / active EE | $12,732 | $5,317+139.5% | $4,676+172.3% | $4,663+173.1% |
| Participant deferral / active EE | $554 | $6,466-91.4% | $5,629-90.2% | $6,691-91.7% |
| Admin fee / account holder | $585 | $19,316-97.0% | $15,914-96.3% | $13,402-95.6% |