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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 | $102,626 | $162,136-36.7% | $152,301-32.6% | $154,746-33.7% |
| Participation rate | 42.9% | 84.1%-41.2pp | 82.4%-39.6pp | 80.7%-37.8pp |
| Annual return | 14.37% | 91.02%-76.6pp | 80.50%-66.1pp | 172.34%-158.0pp |
| Employer contribution / active EE | $937 | $4,890-80.8% | $4,624-79.7% | $4,379-78.6% |
| Participant deferral / active EE | $2,211 | $8,341-73.5% | $8,004-72.4% | $6,730-67.2% |
| Admin fee / account holder | $37,138 | $15,759+135.7% | $14,398+157.9% | $14,365+158.5% |