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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 | $107,675 | $101,672+5.9% | $147,117-26.8% | $74,478+44.6% |
| Participation rate | 40.6% | 75.5%-35.0pp | 82.2%-41.6pp | 67.2%-26.6pp |
| Annual return | 20.34% | 8757.83%-8737.5pp | 420.54%-400.2pp | 1370.56%-1350.2pp |
| Employer contribution / active EE | $1,561 | $3,813-59.1% | $4,932-68.4% | $2,626-40.6% |
| Participant deferral / active EE | $2,538 | $7,305-65.2% | $8,065-68.5% | $4,350-41.6% |
| Admin fee / account holder | $1,948 | $1,753+11.1% | $12,993-85.0% | $1,946+0.1% |