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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 | $106,961 | $201,370-46.9% | $184,256-41.9% | $145,897-26.7% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 13.34% | 29.05%-15.7pp | 28.85%-15.5pp | 552.29%-539.0pp |
| Employer contribution / active EE | $2,212 | $7,024-68.5% | $6,427-65.6% | $4,663-52.6% |
| Participant deferral / active EE | $1,992 | $9,808-79.7% | $9,133-78.2% | $6,689-70.2% |
| Admin fee / account holder | $27,550 | $16,364+68.4% | $13,899+98.2% | $13,390+105.7% |