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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 | $153,793 | $153,7690% | $133,975+14.8% | $273,972-43.9% |
| Participation rate | 18.2% | 88.4%-70.2pp | 87.1%-68.9pp | 83.0%-64.8pp |
| Annual return | 8.47% | 36.51%-28.0pp | 29.29%-20.8pp | 41.46%-33.0pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $775 | $6,958-88.9% | $6,282-87.7% | $5,287-85.3% |
| Admin fee / account holder | $928 | $11,765-92.1% | $9,324-90.0% | $10,133-90.8% |