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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 | $166,196 | $148,629+11.8% | $135,982+22.2% | $139,487+19.1% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 14.77% | 79.33%-64.6pp | 68.32%-53.6pp | 373.84%-359.1pp |
| Employer contribution / active EE | $1,058 | $5,247-79.8% | $4,859-78.2% | $4,755-77.7% |
| Participant deferral / active EE | $2,225 | $8,102-72.5% | $7,760-71.3% | $6,713-66.9% |
| Admin fee / account holder | $5,701 | $12,406-54.1% | $10,767-47.1% | $11,407-50.0% |