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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 | $98,939 | $157,296-37.1% | $141,191-29.9% | $152,897-35.3% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 17.76% | 64.34%-46.6pp | 71.41%-53.6pp | 345.43%-327.7pp |
| Employer contribution / active EE | $2,024 | $5,262-61.5% | $4,736-57.3% | $4,764-57.5% |
| Participant deferral / active EE | $1,465 | $7,111-79.4% | $6,710-78.2% | $5,851-75.0% |
| Admin fee / account holder | $3,667 | $12,125-69.8% | $10,264-64.3% | $11,599-68.4% |