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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 | $144,049 | $184,000-21.7% | $162,185-11.2% | $152,909-5.8% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 14.58% | 150.80%-136.2pp | 115.61%-101.0pp | 345.46%-330.9pp |
| Employer contribution / active EE | $1,394 | $6,370-78.1% | $5,613-75.2% | $4,764-70.7% |
| Participant deferral / active EE | $2,795 | $8,033-65.2% | $7,297-61.7% | $5,851-52.2% |
| Admin fee / account holder | $26,082 | $13,124+98.7% | $10,844+140.5% | $11,601+124.8% |