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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 | $116,364 | $111,785+4.1% | $93,669+24.2% | $145,877-20.2% |
| Participation rate | 44.4% | 74.2%-29.8pp | 68.7%-24.3pp | 80.3%-35.9pp |
| Annual return | 15.79% | 203.79%-188.0pp | 133.59%-117.8pp | 551.28%-535.5pp |
| Employer contribution / active EE | $724 | $3,096-76.6% | $2,424-70.1% | $4,663-84.5% |
| Participant deferral / active EE | $892 | $4,919-81.9% | $4,416-79.8% | $6,691-86.7% |
| Admin fee / account holder | $3,103 | $10,256-69.7% | $8,291-62.6% | $13,402-76.8% |