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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 | $111,760 | $102,422+9.1% | $147,117-24.0% | $80,959+38.0% |
| Participation rate | 63.0% | 75.9%-12.9pp | 82.2%-19.2pp | 67.7%-4.7pp |
| Annual return | 13.30% | 135.16%-121.9pp | 420.54%-407.2pp | 35.67%-22.4pp |
| Employer contribution / active EE | $1,284 | $3,717-65.5% | $4,932-74.0% | $2,757-53.4% |
| Participant deferral / active EE | $2,268 | $6,652-65.9% | $8,065-71.9% | $4,300-47.3% |
| Admin fee / account holder | $8,522 | $7,953+7.1% | $12,993-34.4% | $6,925+23.1% |