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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 | $132,063 | $129,737+1.8% | $119,126+10.9% | $154,746-14.7% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 14.60% | 379.08%-364.5pp | 282.11%-267.5pp | 172.34%-157.7pp |
| Employer contribution / active EE | $7,463 | $4,375+70.6% | $4,034+85.0% | $4,379+70.4% |
| Participant deferral / active EE | $1,195 | $5,842-79.5% | $5,318-77.5% | $6,730-82.2% |
| Admin fee / account holder | $1,650 | $11,961-86.2% | $10,693-84.6% | $14,365-88.5% |