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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 | $107,699 | $166,089-35.2% | $164,928-34.7% | $145,978-26.2% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 12.22% | 100.26%-88.0pp | 70.08%-57.9pp | 550.52%-538.3pp |
| Employer contribution / active EE | $1,666 | $5,276-68.4% | $4,343-61.6% | $4,662-64.3% |
| Participant deferral / active EE | $1,666 | $6,961-76.1% | $6,034-72.4% | $6,690-75.1% |
| Admin fee / account holder | $32,214 | $16,641+93.6% | $12,684+154.0% | $13,400+140.4% |