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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 | $157,567 | $168,635-6.6% | $147,617+6.7% | $125,389+25.7% |
| Participation rate | 60.0% | 88.8%-28.8pp | 84.6%-24.6pp | 83.2%-23.2pp |
| Annual return | 0.52% | 77.65%-77.1pp | 61.98%-61.5pp | 282.24%-281.7pp |
| Employer contribution / active EE | $2,857 | $6,252-54.3% | $5,564-48.6% | $4,866-41.3% |
| Participant deferral / active EE | $105 | $5,507-98.1% | $4,895-97.9% | $5,352-98.0% |
| Admin fee / account holder | $2,191 | $13,580-83.9% | $11,612-81.1% | $9,541-77.0% |