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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 | $201,344-24.7% | $184,243-17.7% | $145,877+3.9% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 24.53% | 29.01%-4.5pp | 28.82%-4.3pp | 551.28%-526.8pp |
| Employer contribution / active EE | $2,001 | $7,022-71.5% | $6,427-68.9% | $4,663-57.1% |
| Participant deferral / active EE | $2,001 | $9,807-79.6% | $9,132-78.1% | $6,691-70.1% |
| Admin fee / account holder | $4,887 | $16,382-70.2% | $13,914-64.9% | $13,402-63.5% |