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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 | $134,377 | $165,584-18.8% | $142,942-6.0% | $137,256-2.1% |
| Participation rate | 54.2% | 80.1%-25.9pp | 76.8%-22.7pp | 80.0%-25.8pp |
| Annual return | 13.43% | 164.22%-150.8pp | 113.70%-100.3pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,072 | $4,725-77.3% | $4,139-74.1% | $4,156-74.2% |
| Participant deferral / active EE | $1,626 | $8,194-80.2% | $7,128-77.2% | $6,407-74.6% |
| Admin fee / account holder | $3,581 | $16,167-77.8% | $12,475-71.3% | $12,270-70.8% |