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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 | $201,141 | $239,571-16.0% | $183,328+9.7% | $137,256+46.5% |
| Participation rate | 42.9% | 82.4%-39.5pp | 77.3%-34.5pp | 80.0%-37.1pp |
| Annual return | 12.12% | 35.69%-23.6pp | 29.67%-17.6pp | 220.34%-208.2pp |
| Employer contribution / active EE | $1,425 | $6,148-76.8% | $5,055-71.8% | $4,156-65.7% |
| Participant deferral / active EE | $2,318 | $7,995-71.0% | $6,795-65.9% | $6,407-63.8% |
| Admin fee / account holder | $7,061 | $30,059-76.5% | $21,427-67.0% | $12,270-42.5% |