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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 | $123,964 | $118,708+4.4% | $98,920+25.3% | $158,982-22.0% |
| Participation rate | 42.9% | 77.8%-35.0pp | 76.0%-33.2pp | 82.0%-39.1pp |
| Annual return | 6.90% | 372.49%-365.6pp | 196.47%-189.6pp | 302.99%-296.1pp |
| Employer contribution / active EE | $821 | $3,334-75.4% | $2,689-69.5% | $4,763-82.8% |
| Participant deferral / active EE | $1,056 | $5,089-79.3% | $4,245-75.1% | $5,983-82.4% |
| Admin fee / account holder | $1,213 | $10,134-88.0% | $6,643-81.7% | $11,252-89.2% |