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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 | $127,053 | $167,533-24.2% | $151,645-16.2% | $134,545-5.6% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | 33.20% | 7.81%+25.4pp | 3.34%+29.9pp | 418.37%-385.2pp |
| Employer contribution / active EE | $1,820 | $6,828-73.3% | $6,165-70.5% | $4,742-61.6% |
| Participant deferral / active EE | $2,486 | $8,985-72.3% | $8,363-70.3% | $6,401-61.2% |
| Admin fee / account holder | $2,924 | $13,781-78.8% | $11,614-74.8% | $11,431-74.4% |