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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 | $201,344-46.9% | $184,243-41.9% | $145,877-26.7% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 13.34% | 29.01%-15.7pp | 28.82%-15.5pp | 551.28%-537.9pp |
| Employer contribution / active EE | $2,212 | $7,022-68.5% | $6,427-65.6% | $4,663-52.6% |
| Participant deferral / active EE | $1,992 | $9,807-79.7% | $9,132-78.2% | $6,691-70.2% |
| Admin fee / account holder | $27,550 | $16,382+68.2% | $13,914+98.0% | $13,402+105.6% |