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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 | $124,425+2.8% | $112,040+14.2% | $137,256-6.8% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 12.25% | 24.72%-12.5pp | 24.52%-12.3pp | 220.34%-208.1pp |
| Employer contribution / active EE | $1,174 | $3,411-65.6% | $2,954-60.3% | $4,156-71.8% |
| Participant deferral / active EE | $1,415 | $5,718-75.3% | $5,098-72.2% | $6,407-77.9% |
| Admin fee / account holder | $888 | $15,207-94.2% | $12,098-92.7% | $12,270-92.8% |