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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 | $137,582 | $289,211-52.4% | $260,467-47.2% | $198,609-30.7% |
| Participation rate | 27.3% | 83.1%-55.8pp | 80.5%-53.2pp | 82.4%-55.1pp |
| Annual return | 13.33% | 112.90%-99.6pp | 100.60%-87.3pp | 202.70%-189.4pp |
| Employer contribution / active EE | $1,049 | $4,663-77.5% | $4,239-75.2% | $5,055-79.2% |
| Participant deferral / active EE | $1,312 | $6,812-80.7% | $6,319-79.2% | $6,977-81.2% |
| Admin fee / account holder | $27,892 | $16,236+71.8% | $15,461+80.4% | $19,030+46.6% |