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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 | $101,460 | $185,312-45.2% | $161,489-37.2% | $154,746-34.4% |
| Participation rate | 44.4% | 82.5%-38.0pp | 78.7%-34.3pp | 80.7%-36.3pp |
| Annual return | 12.08% | 103.84%-91.8pp | 89.72%-77.6pp | 172.34%-160.3pp |
| Employer contribution / active EE | $1,019 | $4,769-78.6% | $4,268-76.1% | $4,379-76.7% |
| Participant deferral / active EE | $1,845 | $6,350-70.9% | $5,630-67.2% | $6,730-72.6% |
| Admin fee / account holder | $44,568 | $18,654+138.9% | $16,006+178.5% | $14,365+210.3% |