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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 | $112,402 | $111,535+0.8% | $105,223+6.8% | $137,256-18.1% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 80.0%-40.0pp |
| Annual return | 14.81% | 237.85%-223.0pp | 180.65%-165.8pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,065 | $3,939-73.0% | $3,689-71.1% | $4,156-74.4% |
| Participant deferral / active EE | $1,299 | $5,500-76.4% | $5,072-74.4% | $6,407-79.7% |
| Admin fee / account holder | $365 | $9,721-96.2% | $8,859-95.9% | $12,270-97.0% |