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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 | $144,991 | $144,130+0.6% | $117,861+23.0% | $147,586-1.8% |
| Participation rate | 28.6% | 83.4%-54.9pp | 79.7%-51.1pp | 82.8%-54.3pp |
| Annual return | 13.41% | 531.20%-517.8pp | 335.11%-321.7pp | 578.59%-565.2pp |
| Employer contribution / active EE | $937 | $4,897-80.9% | $3,786-75.3% | $4,876-80.8% |
| Participant deferral / active EE | $1,267 | $5,316-76.2% | $4,482-71.7% | $5,439-76.7% |
| Admin fee / account holder | $47,143 | $10,887+333.0% | $8,021+487.8% | $10,886+333.1% |