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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 | $168,357 | $157,296+7.0% | $141,191+19.2% | $152,897+10.1% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 18.00% | 64.34%-46.3pp | 71.41%-53.4pp | 345.43%-327.4pp |
| Employer contribution / active EE | $2,179 | $5,262-58.6% | $4,736-54.0% | $4,764-54.3% |
| Participant deferral / active EE | $2,179 | $7,111-69.4% | $6,710-67.5% | $5,851-62.8% |
| Admin fee / account holder | $1,763 | $12,125-85.5% | $10,264-82.8% | $11,599-84.8% |