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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 | $111,878+4.0% | $93,727+24.2% | $145,897-20.2% |
| Participation rate | 44.4% | 74.2%-29.8pp | 68.7%-24.3pp | 80.3%-35.9pp |
| Annual return | 15.79% | 204.28%-188.5pp | 133.83%-118.0pp | 552.29%-536.5pp |
| Employer contribution / active EE | $724 | $3,092-76.6% | $2,421-70.1% | $4,663-84.5% |
| Participant deferral / active EE | $892 | $4,920-81.9% | $4,417-79.8% | $6,689-86.7% |
| Admin fee / account holder | $3,103 | $10,256-69.7% | $8,292-62.6% | $13,390-76.8% |