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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 | $113,961 | $138,076-17.5% | $123,553-7.8% | $135,380-15.8% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | 4.18% | 153.70%-149.5pp | 119.21%-115.0pp | 519.81%-515.6pp |
| Employer contribution / active EE | $1,804 | $5,152-65.0% | $4,628-61.0% | $4,779-62.3% |
| Participant deferral / active EE | $2,092 | $6,800-69.2% | $6,426-67.4% | $5,609-62.7% |
| Admin fee / account holder | $34,904 | $10,917+219.7% | $9,284+275.9% | $10,828+222.3% |