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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 | $153,303 | $174,379-12.1% | $152,093+0.8% | $138,895+10.4% |
| Participation rate | 30.0% | 81.6%-51.6pp | 77.8%-47.8pp | 79.9%-49.9pp |
| Annual return | 11.91% | 74.86%-62.9pp | 66.36%-54.4pp | 145.39%-133.5pp |
| Employer contribution / active EE | $1,084 | $4,652-76.7% | $4,175-74.0% | $4,194-74.1% |
| Participant deferral / active EE | $1,157 | $6,159-81.2% | $5,451-78.8% | $6,396-81.9% |
| Admin fee / account holder | $17,770 | $16,880+5.3% | $14,497+22.6% | $12,562+41.5% |