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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 | $139,892 | $152,619-8.3% | $125,195+11.7% | $152,909-8.5% |
| Participation rate | 42.1% | 83.3%-41.2pp | 79.8%-37.7pp | 82.5%-40.4pp |
| Annual return | 12.81% | 54.85%-42.0pp | 43.79%-31.0pp | 345.46%-332.7pp |
| Employer contribution / active EE | $980 | $4,947-80.2% | $3,866-74.7% | $4,764-79.4% |
| Participant deferral / active EE | $173 | $5,869-97.1% | $4,937-96.5% | $5,851-97.0% |
| Admin fee / account holder | $2,110 | $13,437-84.3% | $9,704-78.3% | $11,601-81.8% |