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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 | $151,558 | $201,370-24.7% | $184,256-17.7% | $145,897+3.9% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 24.53% | 29.05%-4.5pp | 28.85%-4.3pp | 552.29%-527.8pp |
| Employer contribution / active EE | $2,001 | $7,024-71.5% | $6,427-68.9% | $4,663-57.1% |
| Participant deferral / active EE | $2,001 | $9,808-79.6% | $9,133-78.1% | $6,689-70.1% |
| Admin fee / account holder | $4,887 | $16,364-70.1% | $13,899-64.8% | $13,390-63.5% |