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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 | $154,684 | $162,136-4.6% | $152,301+1.6% | $154,7460% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 16.45% | 91.02%-74.6pp | 80.50%-64.1pp | 172.34%-155.9pp |
| Employer contribution / active EE | $6,156 | $4,890+25.9% | $4,624+33.1% | $4,379+40.6% |
| Participant deferral / active EE | $1,600 | $8,341-80.8% | $8,004-80.0% | $6,730-76.2% |
| Admin fee / account holder | $1,443 | $15,759-90.8% | $14,398-90.0% | $14,365-90.0% |