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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 | $138,605 | $147,556-6.1% | $129,031+7.4% | $198,609-30.2% |
| Participation rate | 60.0% | 77.2%-17.2pp | 73.4%-13.4pp | 82.4%-22.4pp |
| Annual return | 11.12% | 37.41%-26.3pp | 34.67%-23.5pp | 202.70%-191.6pp |
| Employer contribution / active EE | $2,813 | $3,645-22.8% | $3,226-12.8% | $5,055-44.3% |
| Participant deferral / active EE | $364 | $5,760-93.7% | $5,217-93.0% | $6,977-94.8% |
| Admin fee / account holder | $2,013 | $15,467-87.0% | $13,208-84.8% | $19,030-89.4% |