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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 | $158,143 | $166,131-4.8% | $164,975-4.1% | $145,877+8.4% |
| Participation rate | 68.8% | 82.0%-13.3pp | 78.6%-9.9pp | 80.3%-11.6pp |
| Annual return | 16.42% | 100.37%-83.9pp | 70.12%-53.7pp | 551.28%-534.9pp |
| Employer contribution / active EE | $1,374 | $5,276-74.0% | $4,343-68.4% | $4,663-70.5% |
| Participant deferral / active EE | $2,015 | $6,962-71.1% | $6,033-66.6% | $6,691-69.9% |
| Admin fee / account holder | $5,041 | $16,648-69.7% | $12,688-60.3% | $13,402-62.4% |