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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 | $104,798 | $226,135-53.7% | $182,558-42.6% | $152,909-31.5% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.0%-18.0pp | 82.5%-22.5pp |
| Annual return | 22.77% | 192.60%-169.8pp | 148.59%-125.8pp | 345.46%-322.7pp |
| Employer contribution / active EE | $2,234 | $4,979-55.1% | $4,076-45.2% | $4,764-53.1% |
| Participant deferral / active EE | $690 | $6,371-89.2% | $5,526-87.5% | $5,851-88.2% |
| Admin fee / account holder | $14,313 | $10,707+33.7% | $8,594+66.5% | $11,601+23.4% |