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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 | $142,666 | $209,336-31.8% | $197,124-27.6% | $137,256+3.9% |
| Participation rate | 40.0% | 87.3%-47.3pp | 86.7%-46.7pp | 80.0%-40.0pp |
| Annual return | 12.89% | 48.09%-35.2pp | 44.34%-31.5pp | 220.34%-207.5pp |
| Employer contribution / active EE | $16,106 | $6,591+144.4% | $6,227+158.6% | $4,156+287.5% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,395 | $17,308-91.9% | $16,298-91.4% | $12,270-88.6% |