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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 | $129,459 | $107,941+19.9% | $91,994+40.7% | $152,909-15.3% |
| Participation rate | 53.3% | 81.2%-27.9pp | 78.6%-25.3pp | 82.5%-29.1pp |
| Annual return | 24.91% | 89.28%-64.4pp | 69.04%-44.1pp | 345.46%-320.6pp |
| Employer contribution / active EE | $803 | $4,212-80.9% | $3,453-76.7% | $4,764-83.1% |
| Participant deferral / active EE | $1,549 | $6,366-75.7% | $5,924-73.9% | $5,851-73.5% |
| Admin fee / account holder | $696 | $10,521-93.4% | $7,744-91.0% | $11,601-94.0% |