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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 | $198,871 | $167,504+18.7% | $151,628+31.2% | $134,509+47.8% |
| Participation rate | 55.6% | 88.4%-32.8pp | 87.5%-31.9pp | 81.2%-25.7pp |
| Annual return | -14.51% | 7.81%-22.3pp | 3.34%-17.8pp | 418.13%-432.6pp |
| Employer contribution / active EE | $1,732 | $6,828-74.6% | $6,165-71.9% | $4,741-63.5% |
| Participant deferral / active EE | $2,733 | $8,985-69.6% | $8,363-67.3% | $6,400-57.3% |
| Admin fee / account holder | $15,858 | $13,779+15.1% | $11,613+36.6% | $11,427+38.8% |