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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 | $151,367 | $142,354+6.3% | $125,529+20.6% | $155,188-2.5% |
| Participation rate | 28.6% | 78.1%-49.5pp | 74.7%-46.2pp | 80.8%-52.2pp |
| Annual return | 16.26% | 306.06%-289.8pp | 202.56%-186.3pp | 148.84%-132.6pp |
| Employer contribution / active EE | $994 | $3,501-71.6% | $3,058-67.5% | $4,248-76.6% |
| Participant deferral / active EE | $1,596 | $5,491-70.9% | $4,813-66.8% | $6,531-75.6% |
| Admin fee / account holder | $16,893 | $19,392-12.9% | $16,298+3.6% | $14,480+16.7% |