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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 | $127,917 | $126,661+1.0% | $113,397+12.8% | $138,895-7.9% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.5%-26.5pp | 79.9%-29.9pp |
| Annual return | 12.25% | 25.05%-12.8pp | 23.20%-11.0pp | 145.39%-133.1pp |
| Employer contribution / active EE | $1,174 | $3,456-66.0% | $2,977-60.6% | $4,194-72.0% |
| Participant deferral / active EE | $1,415 | $5,693-75.1% | $5,076-72.1% | $6,396-77.9% |
| Admin fee / account holder | $888 | $14,549-93.9% | $11,957-92.6% | $12,562-92.9% |