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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 | $122,523 | $138,076-11.3% | $123,553-0.8% | $135,380-9.5% |
| Participation rate | 58.3% | 84.7%-26.4pp | 82.3%-24.0pp | 82.6%-24.3pp |
| Annual return | 7.14% | 153.70%-146.6pp | 119.21%-112.1pp | 519.81%-512.7pp |
| Employer contribution / active EE | $3,647 | $5,152-29.2% | $4,628-21.2% | $4,779-23.7% |
| Participant deferral / active EE | $2,193 | $6,800-67.7% | $6,426-65.9% | $5,609-60.9% |
| Admin fee / account holder | $5,248 | $10,917-51.9% | $9,284-43.5% | $10,828-51.5% |